Tradition Wealth Management’s Dominion Energy D Stock Holding History

Tradition Wealth Management’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-305	Closed	-$14K	–	565
2023 Q4	$14K	Sell	305 -51	-14%	-$2.28K	﹤0.01%	920
2023 Q3	$16K	Buy	356 +78	+28%	+$3.87K	﹤0.01%	895
2023 Q2	$14K	Sell	278 -16	-5%	-$870	﹤0.01%	960
2023 Q1	$16K	Buy	294 +28	+11%	+$1.64K	﹤0.01%	878
2022 Q4	$16K	Sell	266 -13	-5%	-$816	﹤0.01%	793
2022 Q3	$19K	Buy	279 +13	+5%	+$1.05K	﹤0.01%	769
2022 Q2	$21K	Hold	266	–	–	﹤0.01%	635
2022 Q1	$23K	Hold	266	–	–	﹤0.01%	685
2021 Q4	$21K	Hold	266	–	–	﹤0.01%	716
2021 Q3	$19K	Hold	266	–	–	﹤0.01%	733
2021 Q2	$20K	Hold	266	–	–	﹤0.01%	750
2021 Q1	$20K	Sell	266 -450	-63%	-$32.7K	﹤0.01%	629
2020 Q4	$54K	Buy	+716	New	+$56.9K	0.01%	399

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradition Wealth Management's D Position: Q1 2024 in Review

Tradition Wealth Management sold out of Dominion Energy (D) in Q1 2024, closing a stake of 305 shares — an estimated $14K sold.

Tradition Wealth Management first reported a position in D in Q4 2020 and held it in 13 quarters. The position peaked at $54K in Q4 2020. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

Tradition Wealth Management reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 305 Dominion Energy shares in Q1 2024, an estimated $14K.
Tradition Wealth Management first reported a position in Dominion Energy in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Dominion Energy position peaked at $54K in Q4 2020.
1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.