Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $9.7M | Buy |
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|
2021
Q2 | $9.52M | Buy |
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|
2021
Q1 | $9.46M | Buy |
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|
2020
Q4 | $9.09M | Buy |
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|
2020
Q3 | $9.33M | Buy |
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|
2020
Q2 | $9.18M | Buy |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $1.97M | Buy |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $1.87M | Buy |
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|
2019
Q1 | $1.85M | Sell |
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|
2018
Q4 | $1.77M | Buy |
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|
2018
Q3 | $1.6M | Buy |
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|
2018
Q2 | $1.45M | Buy |
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|
2018
Q1 | $147K | Hold |
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|
2017
Q4 | $177K | Hold |
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|
2017
Q3 | $168K | Hold |
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|
2017
Q2 | $167K | Hold |
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|
2017
Q1 | $169K | Hold |
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|
2016
Q4 | $167K | Buy |
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|
2016
Q3 | $151K | Sell |
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|
2016
Q2 | $161K | Sell |
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|
2016
Q1 | $175K | Sell |
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|
2015
Q4 | $171K | Buy |
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|
2015
Q3 | $164K | Hold |
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|
2015
Q2 | $156K | Hold |
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|
2015
Q1 | $165K | Sell |
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|
2014
Q4 | $435K | Sell |
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|
2014
Q3 | $396K | Hold |
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|
2014
Q2 | $407K | Buy |
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|
2014
Q1 | $385K | Sell |
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|
2013
Q4 | $503K | Sell |
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|
2013
Q3 | $500K | Buy |
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|
2013
Q2 | $438K | Buy |
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