Beacon Pointe 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
Q3 | $1.03M | Buy |
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|
2025
Q2 | $945K | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $894K | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $888K | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $2.09M | Sell |
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|
2023
Q1 | $2.55M | Sell |
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|
2022
Q4 | $3.07M | Buy |
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|
2022
Q3 | $2.93M | Sell |
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|
2022
Q2 | $3.47M | Sell |
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|
2022
Q1 | $5.65M | Buy |
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|
2021
Q4 | $2.09M | Sell |
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|
2021
Q3 | $2.52M | Buy |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $490K | Buy |
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