Legacy Financial Advisors’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 | $585K | Buy |
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|
2025
Q1 | $551K | Buy |
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|
2024
Q4 | $501K | Buy |
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|
2024
Q3 | $424K | Buy |
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|
2024
Q2 | $350K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $509K | Buy |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | $458K | Buy |
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|
2021
Q3 | $408K | Sell |
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|
2021
Q2 | $417K | Buy |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $292K | Sell |
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|
2020
Q3 | $312K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $988K | Sell |
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|
2019
Q3 | $974K | Sell |
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|
2019
Q2 | $938K | Sell |
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|
2019
Q1 | $949K | Sell |
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|
2018
Q4 | $1.4M | Buy |
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|
2018
Q3 | $1.29M | Sell |
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|
2018
Q2 | $1.3M | Buy |
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|
2018
Q1 | $643K | Buy |
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|
2017
Q4 | $519K | Buy |
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