Perigon Wealth Management’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 | $1.02M | Buy |
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|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $224K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $354K | Buy |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $307K | Buy |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $237K | Buy |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q4 | $247K | Buy |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $231K | Hold |
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|
2019
Q1 | $228K | Hold |
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|
2018
Q4 | $206K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $389K | Buy |
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|
2018
Q1 | $89K | Sell |
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|
2017
Q4 | $117K | Sell |
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|
2017
Q3 | $440K | Sell |
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|
2017
Q2 | $1.57M | Sell |
|
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|
2017
Q1 | $2.05M | Sell |
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|
2016
Q4 | $2.07M | Sell |
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|
2016
Q3 | $2.02M | Buy |
|
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|
2016
Q2 | $2.1M | Buy |
|
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|
2016
Q1 | $1.97M | Hold |
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|
2015
Q4 | $409K | Buy |
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|
2015
Q3 | $414K | Buy |
|
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|
2015
Q2 | $382K | Buy |
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|
2015
Q1 | $359K | Buy |
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|
2014
Q4 | $373K | Buy |
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|
2014
Q3 | $331K | Buy |
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|
2014
Q2 | $273K | Buy |
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|
2014
Q1 | $243K | Hold |
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|
2013
Q4 | $221K | Buy |
|