Prio Wealth Limited Partnership’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $220K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $318K | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $357K | Sell |
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|
2022
Q4 | $432K | Hold |
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|
2022
Q3 | $487K | Hold |
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|
2022
Q2 | $563K | Hold |
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|
2022
Q1 | $599K | Sell |
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|
2021
Q4 | $737K | Sell |
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|
2021
Q3 | $692K | Sell |
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|
2021
Q2 | $734K | Sell |
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|
2021
Q1 | $796K | Sell |
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|
2020
Q4 | $832K | Buy |
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|
2020
Q3 | $834K | Sell |
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|
2020
Q2 | $886K | Buy |
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|
2020
Q1 | $761K | Sell |
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|
2019
Q4 | $911K | Buy |
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|
2019
Q3 | $883K | Sell |
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|
2019
Q2 | $857K | Sell |
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|
2019
Q1 | $1.2M | Buy |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $762K | Sell |
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|
2018
Q1 | $779K | Sell |
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|
2017
Q4 | $1.31M | Sell |
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|
2017
Q3 | $1.25M | Sell |
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|
2017
Q2 | $1.27M | Hold |
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|
2017
Q1 | $1.28M | Hold |
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|
2016
Q4 | $1.27M | Buy |
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|
2016
Q3 | $1.21M | Hold |
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|
2016
Q2 | $1.27M | Buy |
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|
2016
Q1 | $1.2M | Sell |
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|
2015
Q4 | $1.11M | Hold |
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|
2015
Q3 | $1.16M | Hold |
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|
2015
Q2 | $1.1M | Sell |
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|
2015
Q1 | $1.19M | Sell |
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|
2014
Q4 | $1.32M | Sell |
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|
2014
Q3 | $1.21M | Sell |
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|
2014
Q2 | $1.25M | Hold |
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|
2014
Q1 | $1.24M | Hold |
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|
2013
Q4 | $1.13M | Hold |
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|
2013
Q3 | $1.09M | Buy |
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|
2013
Q2 | $985K | Buy |
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