Smith Salley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $674K | Buy |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $2.11M | Sell |
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $10.4M | Sell |
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|
2022
Q3 | $15.8M | Sell |
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|
2022
Q2 | $18.3M | Buy |
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|
2022
Q1 | $19M | Buy |
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|
2021
Q4 | $17.4M | Sell |
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|
2021
Q3 | $16.3M | Buy |
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|
2021
Q2 | $15.8M | Buy |
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|
2021
Q1 | $16M | Buy |
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|
2020
Q4 | $15.3M | Buy |
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|
2020
Q3 | $15.7M | Buy |
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|
2020
Q2 | $16M | Buy |
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|
2020
Q1 | $13.7M | Buy |
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|
2019
Q4 | $15.7M | Buy |
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|
2019
Q3 | $15.3M | Buy |
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|
2019
Q2 | $13.8M | Buy |
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|
2019
Q1 | $12.2M | Buy |
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|
2018
Q4 | $6.85M | Buy |
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|
2018
Q3 | $378K | Sell |
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|
2018
Q2 | $372K | Buy |
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|
2018
Q1 | $357K | Sell |
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|
2017
Q4 | $451K | Sell |
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|
2017
Q3 | $448K | Hold |
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|
2017
Q2 | $447K | Sell |
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|
2017
Q1 | $467K | Buy |
|
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|
2016
Q4 | $446K | Sell |
|
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|
2016
Q3 | $506K | Sell |
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|
2016
Q2 | $562K | Buy |
|
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|
2016
Q1 | $523K | Sell |
|
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|
2015
Q4 | $488K | Hold |
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|
2015
Q3 | $507K | Sell |
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|
2015
Q2 | $489K | Sell |
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|
2015
Q1 | $583K | Buy |
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|
2014
Q4 | $602K | Sell |
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|
2014
Q3 | $569K | Buy |
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|
2014
Q2 | $545K | Buy |
|