Eagle Ridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $565K | Hold |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $455K | Hold |
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|
2023
Q1 | $491K | Buy |
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|
2022
Q4 | $511K | Sell |
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|
2022
Q3 | $581K | Sell |
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|
2022
Q2 | $699K | Hold |
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|
2022
Q1 | $744K | Buy |
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|
2021
Q4 | $556K | Buy |
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|
2021
Q3 | $396K | Sell |
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|
2021
Q2 | $411K | Hold |
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|
2021
Q1 | $424K | Buy |
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|
2020
Q4 | $414K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $246K | Hold |
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|
2018
Q2 | $238K | Hold |
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|
2018
Q1 | $236K | Sell |
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|
2017
Q4 | $300K | Hold |
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|
2017
Q3 | $284K | Buy |
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