Sovereign Financial Group’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 | $865K | Buy |
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|
2025
Q2 | $790K | Sell |
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|
2025
Q1 | $869K | Sell |
|
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|
2024
Q4 | $889K | Buy |
|
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|
2024
Q3 | $920K | Sell |
|
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|
2024
Q2 | $787K | Sell |
|
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|
2024
Q1 | $794K | Buy |
|
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|
2023
Q4 | $729K | Sell |
|
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|
2023
Q3 | $725K | Sell |
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|
2023
Q2 | $856K | Buy |
|
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|
2023
Q1 | $694K | Sell |
|
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|
2022
Q4 | $761K | Sell |
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|
2022
Q3 | $867K | Sell |
|
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|
2022
Q2 | $1M | Sell |
|
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|
2022
Q1 | $1.11M | Buy |
|
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $984K | Sell |
|
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|
2021
Q2 | $1.06M | Hold |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $1.05M | Buy |
|