Evermay 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
Q2 | $353K | Sell |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $400K | Buy |
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|
2024
Q3 | $92.6K | Hold |
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|
2024
Q2 | $78.5K | Sell |
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|
2024
Q1 | $88.6K | Buy |
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|
2023
Q4 | $78.6K | Buy |
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|
2023
Q3 | $74.3K | Sell |
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|
2023
Q2 | $141K | Sell |
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|
2023
Q1 | $154K | Sell |
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|
2022
Q4 | $176K | Sell |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $745K | Sell |
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|
2021
Q4 | $807K | Sell |
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|
2021
Q3 | $759K | Sell |
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|
2021
Q2 | $783K | Sell |
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|
2021
Q1 | $884K | Sell |
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|
2020
Q4 | $948K | Hold |
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|
2020
Q3 | $995K | Sell |
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|
2020
Q2 | $1.61M | Buy |
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|
2020
Q1 | $1.38M | Buy |
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|
2019
Q4 | $1.2M | Buy |
|
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $693K | Buy |
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|
2018
Q3 | $499K | Sell |
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|
2018
Q2 | $518K | Sell |
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|
2018
Q1 | $550K | Buy |
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|
2017
Q4 | $514K | Buy |
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|
2017
Q3 | $204K | Hold |
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|
2017
Q2 | $203K | Hold |
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|
2017
Q1 | $206K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $251K | Hold |
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|
2015
Q2 | $238K | Sell |
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|
2015
Q1 | $304K | Sell |
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|
2014
Q4 | $393K | Sell |
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|
2014
Q3 | $375K | Sell |
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|
2014
Q2 | $389K | Buy |
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|
2014
Q1 | $230K | Buy |
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