Sheets Smith Wealth Management’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 | $303K | Sell |
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|
2025
Q2 | $287K | Sell |
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|
2025
Q1 | $324K | Sell |
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|
2024
Q4 | $321K | Sell |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $350K | Buy |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $710K | Sell |
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|
2022
Q3 | $963K | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $998K | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $1.12M | Sell |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $1.22M | Buy |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $831K | Buy |
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|
2018
Q3 | $703K | Buy |
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|
2018
Q2 | $656K | Buy |
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|
2018
Q1 | $394K | Buy |
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|
2017
Q4 | $256K | Buy |
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|
2017
Q3 | $241K | Buy |
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|
2017
Q2 | $238K | Buy |
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|
2017
Q1 | $239K | Buy |
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|
2016
Q4 | $230K | Buy |
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