Stonegate Investment 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
$1.16M Buy
2025
Q2
$969K Buy
2025
Q1
$851K Sell
2024
Q4
$825K Buy
2024
Q3
$871K Buy
2024
Q2
$703K Buy
2024
Q1
$643K Sell
2023
Q4
$621K Buy
2023
Q3
$573K Sell
2023
Q2
$1.13M Sell
2023
Q1
$1.24M Sell
2022
Q4
$1.49M Sell
2022
Q3
$2.64M Sell
2022
Q2
$3.13M Buy
2022
Q1
$2.74M Sell
2021
Q4
$2.57M Buy