Moneta Group Investment 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 | $419K | Sell |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $408K | Sell |
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|
2024
Q3 | $455K | Buy |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $588K | Buy |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q4 | $527K | Sell |
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|
2022
Q3 | $728K | Sell |
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|
2022
Q2 | $888K | Sell |
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|
2022
Q1 | $986K | Buy |
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|
2021
Q4 | $669K | Sell |
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|
2021
Q3 | $641K | Sell |
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|
2021
Q2 | $647K | Buy |
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|
2021
Q1 | $627K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $432K | Buy |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $224K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $173K | Sell |
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|
2018
Q2 | $199K | Sell |
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|
2018
Q1 | $256K | Buy |
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|
2017
Q4 | $163K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $141K | Buy |
|