OHWA
Oak Hill Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Buy |
10,012
+907
| +10% | +$51.1K | 0.12% | 92 |
|
|
2025
Q1 | $511K | Sell |
9,105
-684
| -7% | -$38.4K | 0.12% | 88 |
|
|
2024
Q4 | $527K | Buy |
+9,789
| New | +$527K | 0.13% | 83 |
|
|
2024
Q3 | – | Sell |
-9,038
| Closed | -$443K | – | 38 |
|
|
2024
Q2 | $443K | Buy |
+9,038
| New | +$443K | 0.13% | 71 |
|
|
2024
Q1 | – | Sell |
-12,903
| Closed | -$606K | – | 29 |
|
|
2023
Q4 | $606K | Sell |
12,903
-688
| -5% | -$32.3K | 0.21% | 52 |
|
|
2023
Q3 | $607K | Sell |
13,591
-886
| -6% | -$39.6K | 0.23% | 53 |
|
|
2023
Q2 | $751K | Sell |
14,477
-1,280
| -8% | -$66.4K | 0.28% | 45 |
|
|
2023
Q1 | $881K | Sell |
15,757
-688
| -4% | -$38.5K | 0.35% | 42 |
|
|
2022
Q4 | $1.01M | Buy |
+16,445
| New | +$1.01M | 0.42% | 37 |
|