Ballentine Partners’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 | $858K | Sell |
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|
2025
Q2 | $795K | Sell |
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|
2025
Q1 | $804K | Buy |
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|
2024
Q4 | $712K | Sell |
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|
2024
Q3 | $805K | Buy |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $530K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $612K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $207K | Sell |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $329K | Buy |
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|
2020
Q2 | $272K | Sell |
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|
2020
Q1 | $256K | Buy |
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|
2019
Q4 | $290K | Buy |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $223K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $232K | Sell |
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|
2017
Q3 | $251K | Buy |
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