Patriot Financial Group Insurance Agency’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
Q4 | $552K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $349K | Buy |
|
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $411K | Buy |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $441K | Buy |
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|
2022
Q2 | $508K | Buy |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $495K | Buy |
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|
2021
Q3 | $448K | Buy |
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|
2021
Q2 | $401K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $285K | Buy |
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|
2020
Q3 | $164K | Buy |
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|
2020
Q2 | $165K | Buy |
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|
2020
Q1 | $112K | Sell |
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|
2019
Q4 | $136K | Buy |
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|
2019
Q3 | $19K | Sell |
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|
2019
Q2 | $119K | Buy |
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|
2019
Q1 | $116K | Buy |
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|
2018
Q4 | $57K | Buy |
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|
2018
Q3 | $16K | Sell |
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|
2018
Q2 | $16K | Sell |
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|
2018
Q1 | $19K | Buy |
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|
2017
Q4 | $21K | Buy |
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|
2017
Q3 | $17K | Buy |
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|
2017
Q2 | $17K | Buy |
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|
2017
Q1 | $17K | Buy |
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|
2016
Q4 | $15K | Buy |
|