IFP Advisors’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 | $605K | Sell |
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|
2025
Q2 | $945K | Sell |
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|
2025
Q1 | $960K | Buy |
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|
2024
Q4 | $299K | Sell |
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|
2024
Q3 | $321K | Buy |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $798K | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $4.64M | Buy |
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|
2022
Q3 | $4.37M | Buy |
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|
2022
Q2 | $3.83M | Hold |
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|
2022
Q1 | $3.83M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $987K | Buy |
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|
2021
Q1 | $957K | Sell |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $871K | Sell |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q1 | $381K | Sell |
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|
2018
Q4 | $1.31M | Sell |
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|
2018
Q3 | $1.42M | Buy |
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|
2018
Q2 | $1.3M | Sell |
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|
2018
Q1 | $1.72M | Hold |
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|
2017
Q4 | $1.72M | Sell |
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|
2017
Q3 | $3.2M | Buy |
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|
2017
Q2 | $3.16M | Sell |
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|
2017
Q1 | $3.27M | Buy |
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|
2016
Q4 | $3.19M | Buy |
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|
2016
Q3 | $2.94M | Sell |
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|
2016
Q2 | $3.17M | Buy |
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|
2016
Q1 | $381K | Sell |
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|
2015
Q4 | $2.59M | Buy |
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