Exencial 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
Q3 | $938K | Buy |
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|
2025
Q2 | $799K | Sell |
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|
2025
Q1 | $851K | Sell |
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|
2024
Q4 | $836K | Sell |
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|
2024
Q3 | $913K | Sell |
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|
2024
Q2 | $808K | Sell |
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|
2024
Q1 | $872K | Sell |
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|
2023
Q4 | $852K | Sell |
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|
2023
Q3 | $933K | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.65M | Sell |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $2.36M | Buy |
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|
2022
Q1 | $2.5M | Buy |
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|
2021
Q4 | $2.19M | Buy |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.89M | Buy |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $1.96M | Sell |
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|
2020
Q3 | $4.26M | Buy |
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|
2020
Q2 | $2.26M | Buy |
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