SS&H Financial 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
Q3 | $520K | Hold |
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|
2025
Q2 | $480K | Sell |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $488K | Hold |
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|
2024
Q3 | $523K | Hold |
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|
2024
Q2 | $443K | Sell |
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|
2024
Q1 | $543K | Sell |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $531K | Buy |
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|
2023
Q1 | $740K | Sell |
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|
2022
Q4 | $837K | Hold |
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|
2022
Q3 | $943K | Hold |
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|
2022
Q2 | $1.09M | Hold |
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|
2022
Q1 | $1.16M | Buy |
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