Chicago Partners Investment Group’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 | $310K | Buy |
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|
2025
Q2 | $286K | Buy |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $362K | Buy |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $559K | Sell |
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|
2022
Q1 | $566K | Buy |
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|
2021
Q4 | $537K | Sell |
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|
2021
Q3 | $534K | Buy |
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|
2021
Q2 | $507K | Sell |
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|
2021
Q1 | $542K | Buy |
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|
2020
Q4 | $474K | Sell |
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|
2020
Q3 | $552K | Buy |
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|
2020
Q2 | $529K | Sell |
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|
2020
Q1 | $565K | Sell |
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|
2019
Q4 | $638K | Sell |
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|
2019
Q3 | $664K | Sell |
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|
2019
Q2 | $631K | Buy |
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|
2019
Q1 | $579K | Buy |
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|
2018
Q4 | $415K | Buy |
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|
2018
Q3 | $417K | Buy |
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|
2018
Q2 | $114K | Buy |
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|
2018
Q1 | $106K | Hold |
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|
2017
Q4 | $127K | Hold |
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|
2017
Q3 | $120K | Buy |
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|
2017
Q2 | $46K | Sell |
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|
2017
Q1 | $94K | Hold |
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|
2016
Q4 | $93K | Hold |
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|
2016
Q3 | $90K | Buy |
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|
2016
Q2 | $78K | Buy |
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