S.A. Mason’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
Q3 | $180K | Buy |
|
|||||
|
2025
Q2 | $155K | Buy |
|
|||||
|
2025
Q1 | $140K | Hold |
|
|||||
|
2024
Q4 | $135K | Hold |
|
|||||
|
2024
Q3 | $144K | Hold |
|
|||||
|
2024
Q2 | $122K | Hold |
|
|||||
|
2024
Q1 | $123K | Buy |
|
|||||
|
2023
Q4 | $113K | Hold |
|
|||||
|
2023
Q3 | $107K | Sell |
|
|||||
|
2023
Q2 | $135K | Hold |
|
|||||
|
2023
Q1 | $135K | Buy |
|
|||||
|
2022
Q4 | $147K | Buy |
|
|||||
|
2022
Q3 | $165K | Hold |
|
|||||
|
2022
Q2 | $191K | Buy |
|
|||||
|
2022
Q1 | $200K | Hold |
|
|||||
|
2021
Q4 | $184K | Hold |
|
|||||
|
2021
Q3 | $171K | Hold |
|
|||||
|
2021
Q2 | $173K | Hold |
|
|||||
|
2021
Q1 | $178K | Buy |
|
|||||
|
2020
Q4 | $173K | Hold |
|
|||||
|
2020
Q3 | $182K | Hold |
|
|||||
|
2020
Q2 | $187K | Hold |
|
|||||
|
2020
Q1 | $166K | Hold |
|
|||||
|
2019
Q4 | $190K | Buy |
|