Addison Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6K | Hold |
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|
2025
Q1 | $65K | Sell |
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|
2024
Q4 | $63.5K | Sell |
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|
2024
Q3 | $69.9K | Buy |
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|
2024
Q2 | $58K | Sell |
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|
2024
Q1 | $58.5K | Sell |
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|
2023
Q4 | $57.1K | Sell |
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|
2023
Q3 | $54.7K | Sell |
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|
2023
Q2 | $64.9K | Hold |
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|
2023
Q1 | $70.1K | Hold |
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|
2022
Q4 | $76.9K | Sell |
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|
2022
Q3 | $87K | Hold |
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|
2022
Q2 | $101K | Buy |
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|
2022
Q1 | $107K | Buy |
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|
2021
Q4 | $97K | Buy |
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|
2021
Q3 | $84K | Hold |
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|
2021
Q2 | $85K | Buy |
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|
2020
Q4 | $87K | Buy |
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