Avior Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $38K | Sell |
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|
2024
Q3 | $41.2K | Sell |
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|
2024
Q2 | $38.1K | Sell |
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|
2024
Q1 | $442K | Buy |
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|
2023
Q4 | $49.4K | Sell |
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|
2023
Q3 | $86.4K | Hold |
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|
2023
Q2 | $100K | Sell |
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|
2023
Q1 | $111K | Buy |
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|
2022
Q4 | $67.9K | Hold |
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|
2022
Q3 | $76K | Buy |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $89K | Hold |
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|
2021
Q4 | $82K | Hold |
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|
2021
Q3 | $76K | Sell |
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|
2021
Q2 | $95K | Buy |
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|
2021
Q1 | $98K | Buy |
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|
2020
Q4 | $97K | Buy |
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|
2020
Q3 | $102K | Sell |
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|
2020
Q2 | $120K | Buy |
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|
2020
Q1 | $96K | Sell |
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|
2019
Q4 | $111K | Sell |
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|
2019
Q3 | $112K | Buy |
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|
2019
Q2 | $92K | Buy |
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|
2019
Q1 | $80K | Hold |
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|
2018
Q4 | $75K | Hold |
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|
2018
Q3 | $74K | Hold |
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|
2018
Q2 | $72K | Hold |
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|
2018
Q1 | $71K | Hold |
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|
2017
Q4 | $85K | Hold |
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|
2017
Q3 | $81K | Hold |
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|
2017
Q2 | $80K | Hold |
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|
2017
Q1 | $81K | Hold |
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|
2016
Q4 | $80K | Hold |
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|
2016
Q3 | $78K | Hold |
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|
2016
Q2 | $82K | Hold |
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|
2016
Q1 | $79K | Hold |
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|
2015
Q4 | $71K | Hold |
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|
2015
Q3 | $74K | Hold |
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|
2015
Q2 | $70K | Sell |
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|
2015
Q1 | $101K | Hold |
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|
2014
Q4 | $110K | Hold |
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|
2014
Q3 | $98K | Sell |
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|
2014
Q2 | $128K | Hold |
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|
2014
Q1 | $127K | Buy |
|