Great Valley Advisor Group’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 | $243K | Sell |
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|
2025
Q1 | $259K | Buy |
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|
2024
Q4 | $242K | Sell |
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|
2024
Q3 | $266K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $351K | Sell |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $319K | Sell |
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|
2021
Q3 | $346K | Buy |
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|
2021
Q2 | $348K | Sell |
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|
2021
Q1 | $377K | Sell |
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|
2020
Q4 | $407K | Sell |
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|
2020
Q3 | $468K | Sell |
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|
2020
Q2 | $557K | Buy |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $502K | Buy |
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|
2019
Q3 | $475K | Buy |
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|
2019
Q2 | $259K | Buy |
|