Concord Wealth 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 | $1.3M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $821K | Buy |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $240K | Buy |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $356K | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $156K | Sell |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $101K | Sell |
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|
2021
Q2 | $195K | Sell |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q4 | $210K | Buy |
|