Klingman & Associates’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 | – | Sell |
|
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|
2025
Q2 | $206K | Buy |
|
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|
2025
Q1 | $201K | Buy |
|
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|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $236K | Buy |
|
|||||
|
2022
Q1 | $240K | Buy |
|
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|
2016
Q4 | – | Sell |
|
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|
2016
Q3 | $11K | Sell |
|
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|
2016
Q2 | $101K | Hold |
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|
2016
Q1 | $98K | Hold |
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|
2015
Q4 | $88K | Hold |
|
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|
2015
Q3 | $91K | Sell |
|
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|
2015
Q2 | $120K | Hold |
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|
2015
Q1 | $128K | Sell |
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|
2014
Q4 | $161K | Buy |
|