Summit Asset Management’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 | $211K | Sell |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $314K | Sell |
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|
2024
Q2 | $281K | Buy |
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|
2024
Q1 | $242K | Hold |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q3 | $427K | Hold |
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|
2022
Q2 | $493K | Hold |
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|
2022
Q1 | $525K | Hold |
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|
2021
Q4 | $486K | Buy |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $438K | Buy |
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|
2021
Q1 | $429K | Buy |
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|
2020
Q4 | $393K | Hold |
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|
2020
Q3 | $413K | Buy |
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|
2020
Q2 | $275K | Buy |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $269K | Hold |
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|
2019
Q3 | $263K | Hold |
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|
2019
Q2 | $251K | Sell |
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|
2019
Q1 | $318K | Sell |
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|
2018
Q4 | $298K | Hold |
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|
2018
Q3 | $293K | Hold |
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|
2018
Q2 | $285K | Buy |
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|
2018
Q1 | $255K | Buy |
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|
2017
Q4 | $281K | Buy |
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|
2017
Q3 | $228K | Hold |
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|
2017
Q2 | $227K | Buy |
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