GoalVest Advisory’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 | – | Sell |
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|
2025
Q1 | $11.4K | Buy |
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|
2024
Q4 | $10.8K | Hold |
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|
2024
Q3 | $11.6K | Hold |
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|
2024
Q2 | $9.8K | Hold |
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|
2024
Q1 | $9.84K | Buy |
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|
2023
Q4 | $8.55K | Sell |
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|
2023
Q3 | $799K | Sell |
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|
2023
Q2 | $992K | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $11K | Buy |
|