SAG
SageView Advisory Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
27,968
+4,955
| +22% | +$287K | 0.06% | 170 |
|
|
2025
Q1 | $1.29M | Sell |
23,013
-752
| -3% | -$42.2K | 0.06% | 193 |
|
|
2024
Q4 | $1.28M | Buy |
23,765
+7,686
| +48% | +$414K | 0.06% | 187 |
|
|
2024
Q3 | $929K | Sell |
16,079
-5,369
| -25% | -$310K | 0.05% | 209 |
|
|
2024
Q2 | $1.05M | Buy |
21,448
+944
| +5% | +$46.3K | 0.05% | 215 |
|
|
2024
Q1 | $1.01M | Sell |
20,504
-9,927
| -33% | -$488K | 0.05% | 196 |
|
|
2023
Q4 | $1.39M | Buy |
30,431
+18,405
| +153% | +$842K | 0.06% | 204 |
|
|
2023
Q3 | $537K | Sell |
12,026
-3,398
| -22% | -$152K | 0.03% | 321 |
|
|
2023
Q2 | $799K | Sell |
15,424
-975
| -6% | -$50.5K | 0.04% | 265 |
|
|
2023
Q1 | $917K | Buy |
16,399
+12,571
| +328% | +$703K | 0.06% | 215 |
|
|
2022
Q4 | $235K | Buy |
+3,828
| New | +$235K | 0.02% | 373 |
|