MBA 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
Q3
$217K Sell
2025
Q2
$202K Buy
2024
Q4
Sell
2024
Q3
$211K Buy
2023
Q3
Sell
2023
Q2
$228K Hold
2023
Q1
$246K Hold
2022
Q4
$269K Hold
2022
Q3
$304K Hold
2022
Q2
$351K Sell
2022
Q1
$445K Sell
2021
Q4
$496K Sell
2021
Q3
$512K Hold
2021
Q2
$516 Hold
2021
Q1
$533 Buy