Meridian Wealth Management’s Dominion Energy D Stock Holding History

Meridian Wealth Management’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$718K	Buy	12,709 +33	+0.3%	+$1.87K	0.03%	371
2025 Q1	$711K	Buy	12,676 +816	+7%	+$45.8K	0.03%	348
2024 Q4	$639K	Buy	11,860 +5,687	+92%	+$306K	0.03%	370
2024 Q3	$357K	Buy	6,173 +784	+15%	+$45.3K	0.02%	486
2024 Q2	$264K	Buy	+5,389	New	+$264K	0.03%	250
2024 Q1	–	Sell	-9,749	Closed	-$458K	–	259
2023 Q4	$458K	Sell	9,749 -987	-9%	-$46.4K	0.03%	403
2023 Q3	$480K	Sell	10,736 -112	-1%	-$5K	0.03%	374
2023 Q2	$562K	Sell	10,848 -997	-8%	-$51.6K	0.05%	303
2023 Q1	$662K	Sell	11,845 -302	-2%	-$16.9K	0.06%	274
2022 Q4	$745K	Sell	12,147 -1,373	-10%	-$84.2K	0.07%	241
2022 Q3	$934K	Sell	13,520 -748	-5%	-$51.7K	0.1%	196
2022 Q2	$1.14M	Buy	14,268 +1,027	+8%	+$82K	0.09%	229
2022 Q1	$1.13M	Sell	13,241 -1,365	-9%	-$116K	0.12%	144
2021 Q4	$1.15M	Buy	14,606 +485	+3%	+$38.1K	0.12%	143
2021 Q3	$1.03M	Buy	14,121 +1,442	+11%	+$105K	0.13%	147
2021 Q2	$933K	Buy	12,679 +22	+0.2%	+$1.62K	0.12%	150
2021 Q1	$961K	Sell	12,657 -517	-4%	-$39.3K	0.14%	144
2020 Q4	$990K	Buy	13,174 +897	+7%	+$67.4K	0.16%	118
2020 Q3	$968K	Buy	12,277 +3,039	+33%	+$240K	0.24%	87
2020 Q2	$749K	Sell	9,238 -1,273	-12%	-$103K	0.25%	87
2020 Q1	$758K	Buy	10,511 +116	+1%	+$8.37K	0.34%	64
2019 Q4	$860K	Sell	10,395 -44	-0.4%	-$3.64K	0.41%	47
2019 Q3	$846K	Buy	10,439 +281	+3%	+$22.8K	0.4%	47
2019 Q2	$7.85K	Buy	10,158 +457	+5%	+$353	0.32%	52
2019 Q1	$744K	Buy	9,701 +427	+5%	+$32.7K	0.34%	60
2018 Q4	$663K	Buy	9,274 +5	+0.1%	+$357	0.39%	52
2018 Q3	$651K	Buy	9,269 +39	+0.4%	+$2.74K	0.28%	62
2018 Q2	$629K	Sell	9,230 -75	-0.8%	-$5.11K	0.3%	64
2018 Q1	$627K	Buy	9,305 +200	+2%	+$13.5K	0.31%	65
2017 Q4	$700K	Hold	9,105	–	–	0.43%	53
2017 Q3	$700K	Sell	9,105 -430	-5%	-$33.1K	0.44%	51
2017 Q2	$731K	Sell	9,535 -54	-0.6%	-$4.14K	0.46%	46
2017 Q1	$744K	Buy	+9,589	New	+$744K	0.45%	52