Elmwood Wealth 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
Q3 | $1.07M | Buy |
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|
2025
Q2 | $973K | Buy |
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|
2025
Q1 | $965K | Sell |
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|
2024
Q4 | $931K | Sell |
|
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $587K | Buy |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $542K | Buy |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $377K | Sell |
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|
2022
Q1 | $414K | Sell |
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|
2021
Q4 | $385K | Buy |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $409K | Buy |
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