TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $803K | Buy |
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|
2025
Q1 | $795K | Buy |
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|
2024
Q4 | $758K | Buy |
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|
2024
Q3 | $799K | Buy |
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|
2024
Q2 | $677K | Buy |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $647K | Sell |
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|
2023
Q3 | $644K | Buy |
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|
2023
Q2 | $713K | Sell |
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|
2023
Q1 | $770K | Sell |
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|
2022
Q4 | $852K | Sell |
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|
2022
Q3 | $997K | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $1.19M | Buy |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $282K | Sell |
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|
2019
Q1 | $326K | Sell |
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|
2018
Q4 | $323K | Sell |
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|
2018
Q3 | $348K | Buy |
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|
2018
Q2 | $334K | Buy |
|
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|
2018
Q1 | $329K | Sell |
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|
2017
Q4 | $396K | Buy |
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|
2017
Q3 | $372K | Buy |
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|
2017
Q2 | $236K | Hold |
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|
2017
Q1 | $238K | Sell |
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|
2016
Q4 | $240K | Buy |
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|
2016
Q3 | $232K | Buy |
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|
2016
Q2 | $240K | Sell |
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|
2016
Q1 | $240K | Buy |
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|
2015
Q4 | $208K | Sell |
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|
2015
Q3 | $248K | Buy |
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|
2015
Q2 | $206K | Sell |
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|
2015
Q1 | $225K | Buy |
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|
2014
Q4 | $236K | Hold |
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|
2014
Q3 | $212K | Hold |
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|
2014
Q2 | $220K | Hold |
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|
2014
Q1 | $218K | Hold |
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|
2013
Q4 | $199K | Hold |
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|
2013
Q3 | $192K | Hold |
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|
2013
Q2 | $175K | Buy |
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