Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $822K | Sell |
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|
2024
Q3 | $961K | Sell |
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|
2024
Q2 | $849K | Sell |
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|
2024
Q1 | $940K | Sell |
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|
2023
Q4 | $919K | Sell |
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|
2023
Q3 | $938K | Buy |
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|
2023
Q2 | $984K | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $951K | Sell |
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|
2020
Q4 | $994K | Buy |
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|
2020
Q3 | $827K | Buy |
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|
2020
Q2 | $830K | Buy |
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|
2020
Q1 | $670K | Buy |
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|
2019
Q4 | $702K | Buy |
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|
2019
Q3 | $230K | Sell |
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|
2019
Q2 | $598K | Buy |
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|
2019
Q1 | $494K | Buy |
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|
2018
Q4 | $282K | Buy |
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|
2018
Q3 | $71K | Buy |
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