Delta Asset 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 | $119K | Sell |
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|
2025
Q1 | $151K | Sell |
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|
2024
Q4 | $150K | Hold |
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|
2024
Q3 | $161K | Sell |
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|
2024
Q2 | $184K | Sell |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $609K | Sell |
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|
2023
Q1 | $705K | Buy |
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|
2022
Q4 | $656K | Buy |
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|
2022
Q3 | $675K | Sell |
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|
2022
Q2 | $786K | Hold |
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|
2022
Q1 | $836K | Buy |
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|
2021
Q4 | $730K | Buy |
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|
2021
Q3 | $669K | Sell |
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|
2021
Q2 | $677K | Sell |
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|
2021
Q1 | $771K | Buy |
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|
2020
Q4 | $759K | Buy |
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|
2020
Q3 | $788K | Sell |
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|
2020
Q2 | $824K | Buy |
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|
2020
Q1 | $728K | Sell |
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|
2019
Q4 | $851K | Sell |
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|
2019
Q3 | $866K | Sell |
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|
2019
Q2 | $832K | Sell |
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|
2019
Q1 | $826K | Buy |
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|
2018
Q4 | $760K | Sell |
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|
2018
Q3 | $831K | Buy |
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|
2018
Q2 | $773K | Buy |
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|
2018
Q1 | $722K | Buy |
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|
2017
Q4 | $839K | Buy |
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|
2017
Q3 | $788K | Buy |
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|
2017
Q2 | $730K | Buy |
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|
2017
Q1 | $684K | Buy |
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|
2016
Q4 | $539K | Buy |
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|
2016
Q3 | $478K | Hold |
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|
2016
Q2 | $501K | Hold |
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|
2016
Q1 | $484K | Buy |
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|
2015
Q4 | $425K | Hold |
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|
2015
Q3 | $443K | Buy |
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|
2015
Q2 | $409K | Buy |
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|
2015
Q1 | $406K | Sell |
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|
2014
Q4 | $448K | Sell |
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|
2014
Q3 | $409K | Buy |
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|
2014
Q2 | $407K | Buy |
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|
2014
Q1 | $404K | Buy |
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|
2013
Q4 | $354K | Buy |
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|
2013
Q3 | $315K | Buy |
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|
2013
Q2 | $278K | Buy |
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