Axxcess 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
Q2 | $3.38M | Buy |
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|
2025
Q1 | $3.3M | Sell |
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|
2024
Q4 | $3.4M | Sell |
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|
2024
Q3 | $4.01M | Sell |
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|
2024
Q2 | $3.99M | Buy |
|
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $594K | Sell |
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|
2023
Q1 | $654K | Sell |
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|
2022
Q4 | $791K | Sell |
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|
2022
Q3 | $932K | Sell |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.3M | Buy |
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