Sterling Investment Counsel’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
Sell
2025
Q2
$232K Sell
2025
Q1
$244K Buy
2024
Q4
$221K Hold
2024
Q3
$237K Hold
2024
Q2
$201K Sell
2024
Q1
$256K Buy
2023
Q4
$239K Buy
2023
Q1
Sell
2022
Q4
$233K Buy
2022
Q3
$260K Buy
2022
Q2
$294K Buy
2022
Q1
$301K Sell
2021
Q4
$293K Buy