Jackson Grant Investment Advisers’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 | $2.81K | Hold |
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|
2025
Q2 | $2.6K | Hold |
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|
2025
Q1 | $2.58K | Hold |
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|
2024
Q4 | $2.48K | Sell |
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|
2024
Q3 | $6.3K | Hold |
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|
2024
Q2 | $5.34K | Hold |
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|
2024
Q1 | $5.36K | Hold |
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|
2023
Q4 | $5.12K | Sell |
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|
2023
Q3 | $19.4K | Sell |
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|
2023
Q2 | $26.4K | Buy |
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|
2023
Q1 | $28.2K | Buy |
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|
2022
Q4 | $30.6K | Buy |
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|
2022
Q3 | $34K | Buy |
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|
2022
Q2 | $39K | Buy |
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|
2022
Q1 | $38K | Sell |
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|
2021
Q4 | $81K | Buy |
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|
2021
Q3 | $74K | Buy |
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|
2021
Q2 | $74K | Buy |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | $75K | Buy |
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|
2020
Q3 | $78K | Buy |
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|
2020
Q2 | $79K | Buy |
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|
2020
Q1 | $70K | Buy |
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|
2019
Q4 | $79K | Buy |
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|
2019
Q3 | $77K | Buy |
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|
2019
Q2 | $72K | Buy |
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|
2019
Q1 | $71K | Sell |
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|
2018
Q4 | $158K | Buy |
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|
2018
Q3 | $150K | Buy |
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|
2018
Q2 | $145K | Sell |
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|
2018
Q1 | $151K | Buy |
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|
2017
Q4 | $180K | Buy |
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|
2017
Q3 | $171K | Buy |
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|
2017
Q2 | $168K | Buy |
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|
2017
Q1 | $169K | Buy |
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|
2016
Q4 | $165K | Buy |
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|
2016
Q3 | $159K | Buy |
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|
2016
Q2 | $165K | Buy |
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|
2016
Q1 | $157K | Buy |
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|
2015
Q4 | $141K | Buy |
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