The Family Firm’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
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $27.3K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $376K | Buy |
|
|||||
|
2020
Q4 | $357K | Buy |
|
|||||
|
2020
Q3 | $388K | Sell |
|
|||||
|
2020
Q2 | $426K | Sell |
|
|||||
|
2020
Q1 | $389K | Buy |
|
|||||
|
2019
Q4 | $445K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $304K | Buy |
|
|||||
|
2017
Q2 | $302K | Buy |
|
|||||
|
2017
Q1 | $290K | Buy |
|
|||||
|
2016
Q4 | $286K | Sell |
|
|||||
|
2016
Q3 | $287K | Buy |
|
|||||
|
2016
Q2 | $301K | Buy |
|
|||||
|
2016
Q1 | $274K | Buy |
|
|||||
|
2015
Q4 | $247K | Buy |
|