Aptus Capital 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
Q3 | $1.34M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $677K | Buy |
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|
2024
Q3 | $539K | Sell |
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|
2024
Q2 | $472K | Buy |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $300K | Sell |
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|
2023
Q3 | $750K | Buy |
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|
2023
Q2 | $607K | Sell |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.16M | Buy |
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|
2019
Q3 | $2.55M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $286K | Buy |
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