Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $402K | Hold |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $521K | Sell |
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|
2022
Q2 | $635K | Sell |
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|
2022
Q1 | $683K | Hold |
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|
2021
Q4 | $632K | Hold |
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|
2021
Q3 | $587K | Hold |
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|
2021
Q2 | $591K | Buy |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $594K | Buy |
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|
2020
Q3 | $511K | Sell |
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|
2020
Q2 | $535K | Sell |
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|
2020
Q1 | $478K | Sell |
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|
2019
Q4 | $551K | Sell |
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|
2019
Q3 | $574K | Sell |
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|
2019
Q2 | $651K | Sell |
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|
2019
Q1 | $667K | Sell |
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|
2018
Q4 | $672K | Sell |
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|
2018
Q3 | $689K | Sell |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.17M | Buy |
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|
2017
Q4 | $1.35M | Sell |
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|
2017
Q3 | $1.31M | Buy |
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|
2017
Q2 | $1.25M | Buy |
|