Principle Wealth Partners’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 | $3.19M | Sell |
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|
2025
Q1 | $3.45M | Buy |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $639K | Sell |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $553K | Buy |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $361K | Hold |
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|
2022
Q4 | $395K | Hold |
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|
2022
Q3 | $446 | Sell |
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|
2022
Q2 | $523K | Hold |
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|
2022
Q1 | $556K | Hold |
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|
2021
Q4 | $514K | Hold |
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|
2021
Q3 | $478K | Hold |
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|
2021
Q2 | $482K | Hold |
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|
2021
Q1 | $497K | Buy |
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|
2020
Q4 | $387K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $101K | Buy |
|