Kozak & 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 | $4.16K | Buy |
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|
2025
Q2 | $3.83K | Buy |
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|
2025
Q1 | $3.58K | Sell |
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|
2024
Q4 | $4.91K | Buy |
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|
2024
Q3 | $5.36K | Buy |
|
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|
2024
Q2 | $4.31K | Buy |
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|
2024
Q1 | $4.6K | Sell |
|
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|
2023
Q4 | $7.11K | Buy |
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|
2023
Q3 | $6.25K | Buy |
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|
2023
Q2 | $5.26K | Sell |
|
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|
2023
Q1 | $38.2K | Sell |
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|
2022
Q4 | $46K | Hold |
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|
2022
Q3 | $49K | Hold |
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|
2022
Q2 | $60K | Buy |
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|
2022
Q1 | $59K | Hold |
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|
2021
Q4 | $59K | Buy |
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|
2021
Q3 | $49K | Buy |
|