Dakota 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
$2.8M Sell
2025
Q1
$3.08M Sell
2024
Q4
$3.03M Buy
2024
Q3
$3.09M Sell
2024
Q2
$2.64M Sell
2024
Q1
$2.72M Buy
2023
Q4
$1.84M Sell
2023
Q3
$2.35M Buy
2023
Q2
$2.68M Sell
2023
Q1
$2.91M Buy
2022
Q4
$3.19M Buy
2022
Q3
$3.46M Buy
2022
Q2
$3.95M Sell
2022
Q1
$4.23M Buy
2020
Q3
Sell
2020
Q2
$433K Buy
2018
Q1
Sell
2017
Q4
$213K Buy