Legend 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 | $3.56K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $3.39K | Hold |
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|
2024
Q3 | $3.64K | Hold |
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|
2024
Q2 | $3.09K | Sell |
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|
2024
Q1 | $3.74K | Buy |
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|
2023
Q4 | $1.22K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5.75K | Buy |
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|
2023
Q1 | $4.14K | Sell |
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|
2022
Q4 | $6.81K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $299K | Hold |
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|
2019
Q4 | $343K | Hold |
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|
2019
Q3 | $336K | Hold |
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|
2019
Q2 | $320K | Hold |
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|
2019
Q1 | $318K | Hold |
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|
2018
Q4 | $296K | Buy |
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