Private 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 | $398K | Hold |
|
|||||
|
2025
Q1 | $395K | Buy |
|
|||||
|
2024
Q4 | $374K | Sell |
|
|||||
|
2024
Q3 | $416K | Sell |
|
|||||
|
2024
Q2 | $353K | Hold |
|
|||||
|
2024
Q1 | $354K | Sell |
|
|||||
|
2023
Q4 | $432K | Hold |
|
|||||
|
2023
Q3 | $411K | Buy |
|
|||||
|
2023
Q2 | $451K | Buy |
|
|||||
|
2023
Q1 | $483K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $626K | Buy |
|
|||||
|
2020
Q3 | $618K | Hold |
|
|||||
|
2020
Q2 | $636K | Hold |
|
|||||
|
2020
Q1 | $565K | Sell |
|
|||||
|
2019
Q4 | $788K | Sell |
|
|||||
|
2019
Q3 | $784K | Buy |
|
|||||
|
2019
Q2 | $595K | Hold |
|
|||||
|
2019
Q1 | $590K | Hold |
|
|||||
|
2018
Q4 | $550K | Hold |
|
|||||
|
2018
Q3 | $541K | Hold |
|
|||||
|
2018
Q2 | $525K | Hold |
|
|||||
|
2018
Q1 | $519K | Hold |
|
|||||
|
2017
Q4 | $624K | Hold |
|
|||||
|
2017
Q3 | $592K | Hold |
|
|||||
|
2017
Q2 | $590K | Hold |
|
|||||
|
2017
Q1 | $597K | Hold |
|
|||||
|
2016
Q4 | $590K | Sell |
|
|||||
|
2016
Q3 | $676K | Hold |
|
|||||
|
2016
Q2 | $710K | Hold |
|
|||||
|
2016
Q1 | $684K | Hold |
|
|||||
|
2015
Q4 | $616K | Hold |
|
|||||
|
2015
Q3 | $641K | Hold |
|
|||||
|
2015
Q2 | $609K | Hold |
|
|||||
|
2015
Q1 | $645K | Hold |
|
|||||
|
2014
Q4 | $700K | Hold |
|
|||||
|
2014
Q3 | $629K | Hold |
|
|||||
|
2014
Q2 | $651K | Hold |
|
|||||
|
2014
Q1 | $646K | Hold |
|
|||||
|
2013
Q4 | $589K | Hold |
|
|||||
|
2013
Q3 | $569K | Hold |
|
|||||
|
2013
Q2 | $517K | Buy |
|