Oxford Financial Group’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 | $205K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $202K | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $200K | Buy |
|
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $263K | Hold |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $242K | Buy |
|