Heritage Trust’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 | $710K | Buy |
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|
2025
Q2 | $520K | Sell |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $251K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $29K | Buy |
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|
2018
Q3 | $16K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $5K | Buy |
|