Apella Capital’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
Q3 | $725K | Buy |
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|
2025
Q2 | $449K | Sell |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $448K | Sell |
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|
2024
Q2 | $385K | Buy |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $420K | Buy |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $251K | Sell |
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|
2021
Q2 | $282K | Sell |
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|
2021
Q1 | $292K | Hold |
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|
2020
Q4 | $289K | Hold |
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|
2020
Q3 | $303K | Sell |
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|
2020
Q2 | $391K | Hold |
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|
2020
Q1 | $347K | Buy |
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