HBK Sorce 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
Q3 | $652K | Buy |
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|
2025
Q2 | $491K | Sell |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $476K | Buy |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $503K | Buy |
|
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|
2024
Q1 | $491K | Buy |
|
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $556K | Buy |
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|
2023
Q2 | $617K | Sell |
|
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|
2023
Q1 | $682K | Sell |
|
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|
2022
Q4 | $1.42M | Buy |
|
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|
2022
Q3 | $826K | Buy |
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|
2022
Q2 | $878K | Sell |
|
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.25M | Buy |
|
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|
2020
Q2 | $1.28M | Buy |
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|
2020
Q1 | $1.13M | Buy |
|
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $1.22M | Buy |
|
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|
2019
Q2 | $1.16M | Buy |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $969K | Buy |
|
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|
2018
Q3 | $927K | Buy |
|
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|
2018
Q2 | $768K | Sell |
|
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|
2018
Q1 | $837K | Buy |
|
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|
2017
Q4 | $918K | Sell |
|
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|
2017
Q3 | $918K | Sell |
|
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|
2017
Q2 | $930K | Buy |
|
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|
2017
Q1 | $881K | Buy |
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|
2016
Q4 | $863K | Buy |
|
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|
2016
Q3 | $785K | Buy |
|
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|
2016
Q2 | $735K | Buy |
|
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|
2016
Q1 | $622K | Sell |
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|
2015
Q4 | $567K | Sell |
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|
2015
Q3 | $601K | Sell |
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|
2015
Q2 | $591K | Sell |
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|
2015
Q1 | $627K | Buy |
|
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|
2014
Q4 | $640K | Sell |
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|
2014
Q3 | $625K | Sell |
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|
2014
Q2 | $749K | Buy |
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|
2014
Q1 | $737K | Buy |
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|
2013
Q4 | $544K | Buy |
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|
2013
Q3 | $526K | Sell |
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|
2013
Q2 | $936K | Buy |
|