Dynamic Advisor Solutions’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 | $339K | Sell |
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|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $315K | Buy |
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $381K | Sell |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $274K | Buy |
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|
2021
Q1 | $261K | Buy |
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|
2020
Q4 | $241K | Buy |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q2 | $202K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $445K | Buy |
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|
2018
Q2 | $424K | Buy |
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|
2018
Q1 | $255K | Buy |
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