Joel Isaacson & Co’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 | $638K | Buy |
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|
2025
Q2 | $586K | Buy |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $616K | Buy |
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|
2024
Q3 | $657K | Sell |
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|
2024
Q2 | $681K | Buy |
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|
2024
Q1 | $680K | Sell |
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|
2023
Q4 | $675K | Buy |
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|
2023
Q3 | $638K | Sell |
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|
2023
Q2 | $871K | Buy |
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|
2023
Q1 | $870K | Buy |
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|
2022
Q4 | $950K | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.17M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $30K | Hold |
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|
2016
Q3 | $29K | Hold |
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|
2016
Q2 | $31K | Sell |
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|
2016
Q1 | $71K | Buy |
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|
2015
Q4 | $37K | Hold |
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|
2015
Q3 | $38K | Hold |
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|
2015
Q2 | $36K | Hold |
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|
2015
Q1 | $38K | Buy |
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|
2014
Q4 | $23K | Hold |
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|
2014
Q3 | $21K | Hold |
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|
2014
Q2 | $21K | Hold |
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|
2014
Q1 | $21K | Hold |
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|
2013
Q4 | $19K | Buy |
|