Axxcess Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
59,868
+970
| +2% | +$54.8K | 0.08% | 193 |
|
|
2025
Q1 | $3.3M | Sell |
58,898
-4,211
| -7% | -$236K | 0.09% | 182 |
|
|
2024
Q4 | $3.4M | Sell |
63,109
-6,320
| -9% | -$340K | 0.08% | 177 |
|
|
2024
Q3 | $4.01M | Sell |
69,429
-11,904
| -15% | -$688K | 0.1% | 160 |
|
|
2024
Q2 | $3.99M | Buy |
81,333
+53,656
| +194% | +$2.63M | 0.11% | 154 |
|
|
2024
Q1 | $1.36M | Sell |
27,677
-1,058
| -4% | -$52K | 0.04% | 313 |
|
|
2023
Q4 | $1.35M | Buy |
28,735
+4,214
| +17% | +$198K | 0.04% | 301 |
|
|
2023
Q3 | $1.1M | Buy |
24,521
+13,048
| +114% | +$583K | 0.04% | 303 |
|
|
2023
Q2 | $594K | Sell |
11,473
-218
| -2% | -$11.3K | 0.04% | 313 |
|
|
2023
Q1 | $654K | Sell |
11,691
-1,210
| -9% | -$67.6K | 0.05% | 312 |
|
|
2022
Q4 | $791K | Sell |
12,901
-579
| -4% | -$35.5K | 0.07% | 264 |
|
|
2022
Q3 | $932K | Sell |
13,480
-2,631
| -16% | -$182K | 0.09% | 199 |
|
|
2022
Q2 | $1.29M | Buy |
16,111
+312
| +2% | +$24.9K | 0.12% | 154 |
|
|
2022
Q1 | $1.34M | Sell |
15,799
-715
| -4% | -$60.7K | 0.1% | 165 |
|
|
2021
Q4 | $1.3M | Buy |
+16,514
| New | +$1.3M | 0.09% | 165 |
|