SOA Wealth Advisors’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
Q2 | $63.2K | Buy |
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|
2025
Q1 | $62.2K | Buy |
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|
2024
Q4 | $59.2K | Buy |
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|
2024
Q3 | $63K | Sell |
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|
2024
Q2 | $83.7K | Buy |
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|
2024
Q1 | $83.5K | Buy |
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|
2023
Q4 | $79.3K | Buy |
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|
2023
Q3 | $74.9K | Sell |
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|
2023
Q2 | $125K | Buy |
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|
2023
Q1 | $108K | Sell |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | $143K | Buy |
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|
2022
Q2 | $165K | Buy |
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|
2022
Q1 | $175K | Buy |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $150K | Buy |
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|
2021
Q2 | $146K | Sell |
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|
2021
Q1 | $153K | Hold |
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|
2020
Q4 | $147K | Buy |
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