Diversified Trust’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
Q3 | $293K | Buy |
|
|||||
|
2025
Q2 | $244K | Sell |
|
|||||
|
2025
Q1 | $304K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $674K | Buy |
|
|||||
|
2023
Q3 | $325K | Sell |
|
|||||
|
2023
Q2 | $591K | Sell |
|
|||||
|
2023
Q1 | $866K | Buy |
|
|||||
|
2022
Q4 | $759K | Buy |
|
|||||
|
2022
Q3 | $349K | Sell |
|
|||||
|
2022
Q2 | $483K | Buy |
|
|||||
|
2022
Q1 | $253K | Sell |
|
|||||
|
2021
Q4 | $245K | Sell |
|
|||||
|
2021
Q3 | $258K | Sell |
|
|||||
|
2021
Q2 | $890K | Buy |
|
|||||
|
2021
Q1 | $903K | Buy |
|
|||||
|
2020
Q4 | $769K | Buy |
|
|||||
|
2020
Q3 | $674K | Buy |
|
|||||
|
2020
Q2 | $339K | Buy |
|
|||||
|
2020
Q1 | $224K | Sell |
|
|||||
|
2019
Q4 | $517K | Buy |
|