Kestra Advisory Services’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
Q2 | $5.99M | Sell |
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|
2025
Q1 | $6.17M | Sell |
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|
2024
Q4 | $6.17M | Sell |
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|
2024
Q3 | $6.92M | Sell |
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|
2024
Q2 | $6.49M | Buy |
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|
2024
Q1 | $5.5M | Buy |
|
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|
2023
Q4 | $3.81M | Buy |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $3.07M | Buy |
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|
2023
Q1 | $3.23M | Sell |
|
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|
2022
Q4 | $4.71M | Sell |
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|
2022
Q3 | $7.05M | Buy |
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|
2022
Q2 | $7.8M | Sell |
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|
2022
Q1 | $8.59M | Buy |
|
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|
2021
Q4 | $7.38M | Sell |
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|
2021
Q3 | $9.45M | Buy |
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|
2021
Q2 | $8.14M | Sell |
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|
2021
Q1 | $8.42M | Sell |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $7.67M | Buy |
|