Marcum Wealth’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
Q1 | $403K | Sell |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $391K | Sell |
|
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|
2024
Q1 | $407K | Buy |
|
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $449K | Sell |
|
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|
2023
Q1 | $494K | Buy |
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|
2022
Q4 | $469K | Sell |
|
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|
2022
Q3 | $828K | Buy |
|
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|
2022
Q2 | $915K | Buy |
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|
2022
Q1 | $938K | Buy |
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|
2021
Q4 | $649K | Buy |
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|
2021
Q3 | $504K | Buy |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $446K | Buy |
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|
2020
Q4 | $324K | Buy |
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|
2020
Q3 | $335K | Sell |
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|
2020
Q2 | $394K | Buy |
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|
2020
Q1 | $278K | Sell |
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|
2019
Q4 | $400K | Buy |
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