Atlas 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
Q2
$2.37K Hold
2025
Q1
$2.35K Hold
2024
Q4
$2.26K Buy
2024
Q3
$1.62K Hold
2024
Q2
$1.37K Hold
2024
Q1
$1.38K Hold
2023
Q4
$1.32K Hold
2023
Q3
$1.25K Hold
2023
Q2
$1.45K Hold
2023
Q1
$1.56K Hold
2022
Q4
$1.72K Hold
2022
Q3
$1.94K Hold
2022
Q2
$2.23K Hold
2022
Q1
$2.38K Hold
2021
Q4
$2.2K Hold
2021
Q3
$2.04K Hold
2021
Q2
$2.06K Buy
2019
Q3
Sell
2019
Q2
$6.8K Sell
2019
Q1
$23.3K Buy
2018
Q2
Sell
2018
Q1
$9.37K Buy