Simon Quick Advisors’s Dominion Energy D Stock Holding History

Simon Quick Advisors’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$353K	Buy
2024 Q4	$229K	Buy
2024 Q3	$235K	Buy
2020 Q1	–	Sell
2019 Q4	$11K	Buy
2019 Q3	–	Sell
2019 Q2	$2.71K	Sell
2019 Q1	$27K	Buy
2018 Q1	–	Sell
2017 Q4	$5K	Buy