Parcion Private Wealth’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 | $800K | Buy |
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|
2025
Q2 | $702K | Buy |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $619K | Hold |
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|
2024
Q3 | $664K | Buy |
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|
2024
Q2 | $498K | Sell |
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|
2024
Q1 | $526K | Hold |
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|
2023
Q4 | $503K | Hold |
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|
2023
Q3 | $478K | Hold |
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|
2023
Q2 | $554K | Hold |
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|
2023
Q1 | $598K | Hold |
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|
2022
Q4 | $656K | Hold |
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|
2022
Q3 | $739K | Hold |
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|
2022
Q2 | $827K | Sell |
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|
2022
Q1 | $908K | Sell |
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|
2021
Q4 | $860K | Sell |
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|
2021
Q3 | $806K | Buy |
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|
2021
Q2 | $798K | Hold |
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|
2021
Q1 | $824K | Sell |
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|
2020
Q4 | $820K | Buy |
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|
2020
Q3 | $866K | Sell |
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|
2020
Q2 | $917K | Hold |
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|
2020
Q1 | $899K | Sell |
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|
2019
Q4 | $1.14M | Buy |
|