Marotta Asset Management’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 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $228K | Buy |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $381K | Hold |
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|
2022
Q1 | $399K | Sell |
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|
2021
Q4 | $407K | Hold |
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|
2021
Q3 | $378K | Hold |
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|
2021
Q2 | $384K | Hold |
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|
2021
Q1 | $392K | Buy |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $312K | Sell |
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|
2020
Q2 | $321K | Buy |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $484K | Buy |
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