Phoenix Wealth 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 | $573K | Buy |
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|
2025
Q1 | $569K | Buy |
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|
2024
Q4 | $544K | Buy |
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|
2024
Q3 | $576K | Buy |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $452K | Sell |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $499K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $345K | Hold |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $352K | Sell |
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|
2021
Q2 | $2.25M | Buy |
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|
2021
Q1 | $2.16M | Buy |
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|
2020
Q4 | $2.12M | Buy |
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