Bogart Wealth LLC’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 | $7.71M | Buy |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $263K | Sell |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $7.22M | Buy |
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|
2023
Q1 | $7.75M | Buy |
|
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|
2022
Q4 | $7.8M | Buy |
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|
2022
Q3 | $8.54M | Buy |
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|
2022
Q2 | $8.6M | Buy |
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|
2022
Q1 | $7.94M | Buy |
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|
2021
Q4 | $6.48M | Buy |
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|
2021
Q3 | $5.62M | Buy |
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|
2021
Q2 | $5.05M | Buy |
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|
2021
Q1 | $4.5M | Buy |
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|
2020
Q4 | $2.89M | Buy |
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|
2020
Q3 | $2.81M | Sell |
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|
2020
Q2 | $2.93M | Sell |
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|
2020
Q1 | $2.61M | Sell |
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|
2019
Q4 | $3.07M | Buy |
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|
2019
Q3 | $2.86M | Buy |
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|
2019
Q2 | $173K | Buy |
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|
2019
Q1 | $162K | Hold |
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|
2018
Q4 | $151K | Hold |
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|
2018
Q3 | $149K | Sell |
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|
2018
Q2 | $145K | Buy |
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|
2018
Q1 | $140K | Sell |
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|
2017
Q4 | $183K | Sell |
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|
2017
Q3 | $191K | Buy |
|