Old Port 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 | $227K | Sell |
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|
2025
Q2 | $241K | Sell |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $331K | Sell |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q1 | $773K | Sell |
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|
2022
Q4 | $938K | Sell |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $956K | Buy |
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|
2021
Q1 | $369K | Buy |
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