Confluence Wealth Services’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 | $787K | Sell |
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|
2025
Q1 | $824K | Buy |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q3 | $378K | Buy |
|
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|
2024
Q2 | $251K | Sell |
|
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|
2024
Q1 | $293K | Sell |
|
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $385K | Buy |
|
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|
2023
Q2 | $427K | Sell |
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|
2023
Q1 | $467K | Sell |
|
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|
2022
Q4 | $528K | Sell |
|
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|
2022
Q3 | $724K | Sell |
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|
2022
Q2 | $860K | Buy |
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|
2022
Q1 | $738K | Sell |
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|
2021
Q4 | $683K | Buy |
|