Alliance Wealth Advisors (Pennsylvania)’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $259K | Buy |
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|
2025
Q4 | $242K | Hold |
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|
2025
Q3 | $253K | Buy |
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|
2025
Q2 | $229K | Hold |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $243K | Hold |
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|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $463K | Sell |
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|
2022
Q3 | $534K | Sell |
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|
2022
Q2 | $625K | Hold |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $610K | Hold |
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|
2021
Q3 | $567K | Sell |
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|
2021
Q2 | $585K | Sell |
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|
2021
Q1 | $607K | Buy |
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|
2020
Q4 | $554K | Buy |
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