DWM
Dakota Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
49,562
-5,312
| -10% | -$300K | 0.06% | 221 |
|
|
2025
Q1 | $3.08M | Sell |
54,874
-1,449
| -3% | -$81.2K | 0.07% | 203 |
|
|
2024
Q4 | $3.03M | Buy |
56,323
+2,784
| +5% | +$150K | 0.07% | 208 |
|
|
2024
Q3 | $3.09M | Sell |
53,539
-291
| -0.5% | -$16.8K | 0.07% | 224 |
|
|
2024
Q2 | $2.64M | Sell |
53,830
-1,523
| -3% | -$74.6K | 0.06% | 228 |
|
|
2024
Q1 | $2.72M | Buy |
55,353
+16,137
| +41% | +$794K | 0.07% | 229 |
|
|
2023
Q4 | $1.84M | Sell |
39,216
-13,304
| -25% | -$625K | 0.07% | 227 |
|
|
2023
Q3 | $2.35M | Buy |
52,520
+722
| +1% | +$32.3K | 0.1% | 180 |
|
|
2023
Q2 | $2.68M | Sell |
51,798
-262
| -0.5% | -$13.6K | 0.13% | 147 |
|
|
2023
Q1 | $2.91M | Buy |
52,060
+7
| +0% | +$391 | 0.19% | 121 |
|
|
2022
Q4 | $3.19M | Buy |
52,053
+1,949
| +4% | +$120K | 0.23% | 104 |
|
|
2022
Q3 | $3.46M | Buy |
50,104
+643
| +1% | +$44.4K | 0.28% | 87 |
|
|
2022
Q2 | $3.95M | Sell |
49,461
-355
| -0.7% | -$28.3K | 0.36% | 79 |
|
|
2022
Q1 | $4.23M | Buy |
+49,816
| New | +$4.23M | 0.34% | 88 |
|
|
2020
Q3 | – | Sell |
-5,328
| Closed | -$433K | – | 288 |
|
|
2020
Q2 | $433K | Buy |
+5,328
| New | +$433K | 0.07% | 177 |
|
|
2018
Q1 | – | Sell |
-2,631
| Closed | -$213K | – | 94 |
|
|
2017
Q4 | $213K | Buy |
+2,631
| New | +$213K | 0.11% | 74 |
|