SGAM
Smith Group Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Hold |
6,400
| – | – | 0.02% | 145 |
|
|
2025
Q1 | $359K | Sell |
6,400
-400
| -6% | -$22.4K | 0.03% | 162 |
|
|
2024
Q4 | $366K | Buy |
+6,800
| New | +$366K | 0.03% | 163 |
|
|
2022
Q1 | $34K | Hold |
400
| – | – | ﹤0.01% | 208 |
|
|
2021
Q4 | $31K | Hold |
400
| – | – | ﹤0.01% | 217 |
|
|
2021
Q3 | $29K | Hold |
400
| – | – | ﹤0.01% | 208 |
|
|
2021
Q2 | $29K | Buy |
+400
| New | +$29K | ﹤0.01% | 203 |
|