Lake Street Advisors Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $316K | Buy |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $233K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $311K | Sell |
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|
2020
Q3 | $382K | Sell |
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|
2020
Q2 | $463K | Sell |
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|
2020
Q1 | $417K | Buy |
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|
2019
Q4 | $325K | Buy |
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|
2019
Q3 | $271K | Buy |
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|
2019
Q2 | $261K | Buy |
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|
2019
Q1 | $248K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $576K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $376K | Buy |
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