Montag & Associates’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 | $357K | Hold |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $382K | Hold |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $325K | Sell |
|
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $372K | Buy |
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|
2023
Q2 | $431K | Buy |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $493K | Hold |
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|
2022
Q3 | $556K | Hold |
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|
2022
Q2 | $642K | Hold |
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|
2022
Q1 | $683K | Hold |
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|
2021
Q4 | $632K | Buy |
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|
2021
Q3 | $581K | Sell |
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|
2021
Q2 | $595K | Hold |
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|
2021
Q1 | $614K | Hold |
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|
2020
Q4 | $608K | Hold |
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|
2020
Q3 | $638K | Buy |
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|
2020
Q2 | $474K | Buy |
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|
2020
Q1 | $395K | Hold |
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|
2019
Q4 | $453K | Hold |
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|
2019
Q3 | $443K | Hold |
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|
2019
Q2 | $423K | Buy |
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|
2019
Q1 | $406K | Buy |
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|
2018
Q4 | $277K | Hold |
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|
2018
Q3 | $272K | Hold |
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|
2018
Q2 | $264K | Hold |
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|
2018
Q1 | $261K | Sell |
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|
2017
Q4 | $388K | Buy |
|
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|
2017
Q3 | $353K | Buy |
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|
2017
Q2 | $351K | Buy |
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|
2017
Q1 | $355K | Sell |
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|
2016
Q4 | $358K | Buy |
|
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|
2016
Q3 | $340K | Buy |
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|
2016
Q2 | $308K | Hold |
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|
2016
Q1 | $297K | Buy |
|
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|
2015
Q4 | $262K | Hold |
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|
2015
Q3 | $273K | Hold |
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|
2015
Q2 | $259K | Hold |
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|
2015
Q1 | $275K | Hold |
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|
2014
Q4 | $298K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $251K | Hold |
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|
2013
Q2 | $229K | Buy |
|