SVB Wealth’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 | $264K | Sell |
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|
2025
Q1 | $341K | Buy |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $670K | Sell |
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|
2022
Q4 | $926K | Sell |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $2.03M | Sell |
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|
2021
Q3 | $2M | Buy |
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|
2021
Q2 | $1.99M | Sell |
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|
2021
Q1 | $2.41M | Sell |
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|
2020
Q4 | $10.2M | Sell |
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|
2020
Q3 | $11M | Sell |
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|
2020
Q2 | $11.9M | Buy |
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|
2020
Q1 | $9.89M | Buy |
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|
2019
Q4 | $10.5M | Buy |
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|
2019
Q3 | $10.1M | Sell |
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|
2019
Q2 | $9.65M | Buy |
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|
2019
Q1 | $8.71M | Sell |
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|
2018
Q4 | $8.44M | Buy |
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|
2018
Q3 | $8.2M | Sell |
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|
2018
Q2 | $8.09M | Sell |
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|
2018
Q1 | $8.11M | Buy |
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|
2017
Q4 | $9.65M | Buy |
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|
2017
Q3 | $8.76M | Buy |
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|
2017
Q2 | $8.6M | Buy |
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|
2017
Q1 | $8.54M | Sell |
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|
2016
Q4 | $8.71M | Buy |
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|
2016
Q3 | $6.32M | Buy |
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|
2016
Q2 | $6.37M | Sell |
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|
2016
Q1 | $6.19M | Sell |
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|
2015
Q4 | $6.03M | Sell |
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|
2015
Q3 | $7.71M | Sell |
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|
2015
Q2 | $9.37M | Sell |
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|
2015
Q1 | $10.4M | Sell |
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|
2014
Q4 | $12M | Buy |
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