Elevated Capital Advisors’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 | $1.01M | Hold |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $950K | Buy |
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|
2024
Q3 | $877K | Sell |
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|
2024
Q2 | $764K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q1 | $900K | Buy |
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|
2020
Q4 | $779K | Sell |
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|
2020
Q3 | $944K | Sell |
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|
2020
Q2 | $907K | Buy |
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|
2019
Q4 | $407K | Buy |
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|
2019
Q1 | $881K | Buy |
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