Summit Trail Advisors’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 | $2.12M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $883K | Buy |
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|
2024
Q4 | $549K | Buy |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $271K | Buy |
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|
2023
Q2 | $214K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $208K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $96K | Sell |
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|
2018
Q1 | $235K | Sell |
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|
2017
Q4 | $630K | Buy |
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