Operose 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
Q2 | $11.3K | Hold |
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|
2025
Q1 | $11.2K | Sell |
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|
2024
Q4 | $16.7K | Sell |
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|
2024
Q3 | $91K | Buy |
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|
2024
Q2 | $20.8K | Sell |
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|
2024
Q1 | $138K | Buy |
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|
2023
Q4 | $20K | Sell |
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|
2023
Q3 | $36.9K | Buy |
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|
2023
Q2 | $26.7K | Buy |
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|
2023
Q1 | $11.2K | Hold |
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|
2022
Q4 | $12.3K | Sell |
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|
2022
Q3 | $36K | Buy |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $16K | Buy |
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