Everett Harris & Co’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 | $7.38M | Buy |
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|
2025
Q1 | $7M | Buy |
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|
2024
Q4 | $6.57M | Buy |
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|
2024
Q3 | $6.54M | Buy |
|
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|
2024
Q2 | $4.3M | Buy |
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|
2024
Q1 | $2.74M | Buy |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2.18M | Sell |
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|
2023
Q2 | $2.65M | Buy |
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|
2023
Q1 | $1.79M | Buy |
|
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $291K | Hold |
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|
2020
Q3 | $306K | Sell |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $312K | Buy |
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