Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $137K | Buy |
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|
2023
Q2 | $20.3K | Sell |
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|
2023
Q1 | $24.2K | Sell |
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|
2022
Q4 | $88K | Sell |
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|
2022
Q3 | $165K | Buy |
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|
2022
Q2 | $113K | Sell |
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|
2022
Q1 | $120K | Buy |
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|
2021
Q4 | $110K | Sell |
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|
2021
Q3 | $104K | Buy |
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|
2021
Q2 | $103K | Hold |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $109K | Buy |
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|
2020
Q3 | $112K | Buy |
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|
2020
Q2 | $113K | Sell |
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|
2020
Q1 | $104K | Buy |
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|
2019
Q4 | $116K | Buy |
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|
2019
Q3 | $112K | Hold |
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|
2019
Q2 | $107K | Hold |
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|
2019
Q1 | $106K | Buy |
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|
2018
Q4 | $97.7K | Buy |
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|
2018
Q3 | $94.5K | Hold |
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|
2018
Q2 | $91.7K | Sell |
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|
2018
Q1 | $97.4K | Sell |
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|
2017
Q4 | $118K | Hold |
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|
2017
Q3 | $112K | Hold |
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|
2017
Q2 | $112K | Buy |
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|
2017
Q1 | $112K | Hold |
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|
2016
Q4 | $111K | Hold |
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|
2016
Q3 | $107K | Buy |
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|
2016
Q2 | $105K | Hold |
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|
2016
Q1 | $101K | Buy |
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