Rothschild Investment LLC’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 | $2.66M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $926K | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $1.65M | Hold |
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|
2022
Q2 | $1.91M | Hold |
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|
2022
Q1 | $2.03M | Buy |
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|
2021
Q4 | $1.87M | Buy |
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|
2021
Q3 | $1.71M | Buy |
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|
2021
Q2 | $1.72M | Buy |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $1.59M | Hold |
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|
2020
Q3 | $1.67M | Buy |
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|
2020
Q2 | $1.63M | Hold |
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|
2020
Q1 | $1.45M | Buy |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.44M | Buy |
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|
2019
Q2 | $1.2M | Sell |
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|
2019
Q1 | $2.81M | Sell |
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|
2018
Q4 | $2.89M | Sell |
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|
2018
Q3 | $4.86M | Sell |
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|
2018
Q2 | $5.2M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $240K | Hold |
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|
2014
Q2 | $249K | Buy |
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|
2014
Q1 | $239K | Hold |
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|
2013
Q4 | $218K | Hold |
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|
2013
Q3 | $211K | Buy |
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