EverSource Wealth 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 | $372K | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $973K | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $511K | Buy |
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|
2023
Q4 | $140K | Buy |
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|
2023
Q3 | $89.1K | Buy |
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|
2023
Q2 | $92.8K | Buy |
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|
2023
Q1 | $73.4K | Sell |
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|
2022
Q4 | $127K | Buy |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $59K | Buy |
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|
2022
Q1 | $55K | Sell |
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|
2021
Q4 | $59K | Buy |
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