Steward Partners Investment Advisory’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 | $8.65M | Buy |
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|
2025
Q1 | $8.54M | Buy |
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|
2024
Q4 | $7.08M | Sell |
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|
2024
Q3 | $8.91M | Buy |
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|
2024
Q2 | $7.38M | Buy |
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|
2024
Q1 | $6.33M | Buy |
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|
2023
Q4 | $5.83M | Buy |
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|
2023
Q3 | $4.35M | Buy |
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|
2023
Q2 | $4.72M | Buy |
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|
2023
Q1 | $4.14M | Buy |
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|
2022
Q4 | $4.31M | Sell |
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|
2022
Q3 | $5.29M | Buy |
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|
2022
Q2 | $5.8M | Sell |
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|
2022
Q1 | $6.26M | Buy |
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|
2021
Q4 | $5.47M | Sell |
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|
2021
Q3 | $5.15M | Buy |
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|
2021
Q2 | $5.01M | Sell |
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|
2021
Q1 | $6.34M | Buy |
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|
2020
Q4 | $4.78M | Sell |
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|
2020
Q3 | $5.3M | Sell |
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|
2020
Q2 | $5.76M | Buy |
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|
2020
Q1 | $4.24M | Buy |
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|
2019
Q4 | $4.51M | Buy |
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|
2019
Q3 | $4.34M | Buy |
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|
2019
Q2 | $4.06M | Buy |
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|
2019
Q1 | $2.85M | Buy |
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|
2018
Q4 | $2.47M | Buy |
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|
2018
Q3 | $2.21M | Buy |
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|
2018
Q2 | $1.8M | Buy |
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|
2018
Q1 | $1.43M | Buy |
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|
2017
Q4 | $1.53M | Buy |
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|
2017
Q3 | $1.39M | Sell |
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|
2017
Q2 | $1.42M | Sell |
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|
2017
Q1 | $1.61M | Buy |
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|
2016
Q4 | $1.56M | Buy |
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