Congress Wealth Management’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 | $13.1M | Buy |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $231K | Sell |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $455K | Buy |
|