Strategic Wealth Partners’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 | $673 | Hold |
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|
2025
Q2 | $622 | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $2.53M | Sell |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $4.34M | Sell |
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|
2022
Q2 | $5.04M | Sell |
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|
2022
Q1 | $5.49M | Sell |
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|
2021
Q4 | $5.61M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $6 | Hold |
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|
2019
Q2 | $6K | Sell |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Sell |
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|
2018
Q3 | $12K | Sell |
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|
2018
Q2 | $15K | Sell |
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|
2018
Q1 | $436K | Sell |
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|
2017
Q4 | $607K | Buy |
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