Trifecta Capital 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
Q2
$58K Buy
2025
Q1
$56.1K Hold
2024
Q4
$53.9K Hold
2024
Q3
$57.8K Hold
2024
Q2
$49K Hold
2024
Q1
$49.2K Hold
2023
Q4
$47K Sell
2023
Q3
$46.2K Buy
2023
Q2
$51.8K Hold
2023
Q1
$55.9K Sell
2022
Q4
$62.5K Buy