Mutual 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 | $476K | Sell |
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|
2025
Q2 | $503K | Buy |
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|
2025
Q1 | $436K | Sell |
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|
2024
Q4 | $601K | Buy |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $451K | Sell |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $769K | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $621K | Buy |
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|
2022
Q2 | $667K | Sell |
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|
2022
Q1 | $735K | Buy |
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|
2021
Q4 | $672K | Sell |
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|
2021
Q3 | $650K | Sell |
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|
2021
Q2 | $728K | Sell |
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|
2021
Q1 | $799K | Buy |
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|
2020
Q4 | $559K | Sell |
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|
2020
Q3 | $652K | Sell |
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|
2020
Q2 | $839K | Buy |
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|
2020
Q1 | $695K | Buy |
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|
2019
Q4 | $487K | Buy |
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|
2019
Q3 | $217K | Buy |
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