OneDigital 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
Q3 | $1.55M | Sell |
|
|||||
|
2025
Q2 | $1.52M | Buy |
|
|||||
|
2025
Q1 | $1.37M | Buy |
|
|||||
|
2024
Q4 | $1.26M | Buy |
|
|||||
|
2024
Q3 | $1.24M | Sell |
|
|||||
|
2024
Q2 | $1.22M | Buy |
|
|||||
|
2024
Q1 | $500K | Buy |
|
|||||
|
2023
Q4 | $452K | Buy |
|
|||||
|
2023
Q3 | $240K | Buy |
|
|||||
|
2023
Q2 | $253K | Sell |
|
|||||
|
2023
Q1 | $324K | Buy |
|
|||||
|
2022
Q4 | $341K | Buy |
|
|||||
|
2022
Q3 | $349K | Buy |
|
|||||
|
2022
Q2 | $358K | Buy |
|
|||||
|
2022
Q1 | $354K | Buy |
|
|||||
|
2021
Q4 | $275K | Sell |
|
|||||
|
2021
Q3 | $259K | Buy |
|
|||||
|
2021
Q2 | $248K | Sell |
|
|||||
|
2021
Q1 | $313K | Buy |
|
|||||
|
2020
Q4 | $284K | Buy |
|
|||||
|
2020
Q3 | $243K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $74K | Sell |
|
|||||
|
2019
Q1 | $88K | Buy |
|
|||||
|
2018
Q4 | $69K | Sell |
|
|||||
|
2018
Q3 | $89K | Hold |
|
|||||
|
2018
Q2 | $87K | Sell |
|
|||||
|
2018
Q1 | $87K | Sell |
|
|||||
|
2017
Q4 | $490K | Buy |
|
|||||
|
2017
Q3 | $448K | Buy |
|
|||||
|
2017
Q2 | $387K | Buy |
|