D.B. Root & Company’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 | $226K | Buy |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | $202K | Sell |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $696K | Sell |
|
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|
2023
Q4 | $704K | Sell |
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|
2023
Q3 | $712K | Sell |
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|
2023
Q2 | $841K | Buy |
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|
2023
Q1 | $904K | Sell |
|
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $1.37M | Buy |
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|
2020
Q1 | $1.21M | Buy |
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|
2019
Q4 | $1.33M | Sell |
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|
2019
Q3 | $1.32M | Buy |
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|
2019
Q2 | $1.22M | Sell |
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|
2019
Q1 | $1.37M | Sell |
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|
2018
Q4 | $1.28M | Sell |
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|
2018
Q3 | $1.36M | Buy |
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|
2018
Q2 | $1.29M | Buy |
|
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|
2018
Q1 | $1.24M | Buy |
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|
2017
Q4 | $1.35M | Buy |
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