Plante Moran Financial 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 | $18K | Hold |
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|
2025
Q1 | $17.8K | Sell |
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|
2024
Q4 | $17.7K | Hold |
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|
2024
Q3 | $19K | Buy |
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|
2024
Q2 | $15.6K | Hold |
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|
2024
Q1 | $15.6K | Hold |
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|
2023
Q4 | $14.9K | Sell |
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|
2023
Q3 | $25.3K | Hold |
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|
2023
Q2 | $29.4K | Hold |
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|
2023
Q1 | $31.7K | Hold |
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|
2022
Q4 | $34.8K | Hold |
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|
2022
Q3 | $39K | Sell |
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|
2022
Q2 | $91K | Sell |
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|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $103K | Sell |
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|
2021
Q3 | $112K | Hold |
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|
2021
Q2 | $113K | Sell |
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|
2021
Q1 | $118K | Sell |
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|
2020
Q4 | $127K | Sell |
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|
2020
Q3 | $206K | Buy |
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|
2020
Q2 | $144K | Sell |
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|
2020
Q1 | $138K | Buy |
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|
2019
Q4 | $51K | Sell |
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|
2019
Q3 | $53K | Buy |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $44K | Hold |
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|
2018
Q3 | $43K | Sell |
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|
2018
Q2 | $44K | Sell |
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|
2018
Q1 | $50K | Sell |
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|
2017
Q4 | $127K | Buy |
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|
2017
Q3 | $98K | Hold |
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|
2017
Q2 | $98K | Sell |
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|
2017
Q1 | $120K | Sell |
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|
2016
Q4 | $133K | Sell |
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|
2016
Q3 | $130K | Buy |
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|
2016
Q2 | $124K | Buy |
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|
2016
Q1 | $85K | Hold |
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|
2015
Q4 | $76K | Hold |
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|
2015
Q3 | $79K | Sell |
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|
2015
Q2 | $81K | Sell |
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|
2015
Q1 | $91K | Sell |
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|
2014
Q4 | $108K | Buy |
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|
2014
Q3 | $31K | Sell |
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|
2014
Q2 | $33K | Buy |
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|
2014
Q1 | $23K | Sell |
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|
2013
Q4 | $121K | Buy |
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|
2013
Q3 | $78K | Buy |
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|
2013
Q2 | $64K | Buy |
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