Graham Capital 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
Q3 | $2.97M | Buy |
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|
2025
Q2 | $2.74M | Buy |
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|
2025
Q1 | $2.64M | Sell |
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|
2024
Q4 | $2.56M | Sell |
|
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|
2024
Q3 | $2.76M | Buy |
|
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|
2024
Q2 | $2.28M | Buy |
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|
2024
Q1 | $2.25M | Buy |
|
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $507K | Hold |
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|
2023
Q2 | $507K | Sell |
|
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|
2023
Q1 | $5.69M | Sell |
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|
2022
Q4 | $658K | Sell |
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|
2022
Q3 | $921K | Sell |
|
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|
2022
Q2 | $2.13M | Sell |
|
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|
2022
Q1 | $2.27M | Sell |
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|
2021
Q4 | $2.13M | Buy |
|