Pinnacle Wealth Planning Services’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 | $160K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $196K | Sell |
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|
2020
Q3 | $290K | Hold |
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|
2020
Q2 | $298K | Buy |
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|
2020
Q1 | $227K | Sell |
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|
2019
Q4 | $267K | Buy |
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|
2019
Q3 | $258K | Buy |
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