United Asset Strategies’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 | $514K | Buy |
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|
2025
Q2 | $474K | Sell |
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|
2025
Q1 | $507K | Sell |
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|
2024
Q4 | $905K | Sell |
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|
2024
Q3 | $974K | Buy |
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|
2024
Q2 | $786K | Sell |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $386K | Buy |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $5.25M | Sell |
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|
2022
Q3 | $8.85M | Buy |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $10.7M | Sell |
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|
2021
Q4 | $10.6M | Sell |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $9.54M | Buy |
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|
2021
Q1 | $9.32M | Buy |
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|
2020
Q4 | $8.75M | Sell |
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|
2020
Q3 | $9.31M | Buy |
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|
2020
Q2 | $7.93M | Buy |
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|
2020
Q1 | $6.8M | Buy |
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|
2019
Q4 | $6.46M | Buy |
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|
2019
Q3 | $6.17M | Buy |
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|
2019
Q2 | $5.79M | Buy |
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|
2019
Q1 | $5.69M | Sell |
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|
2018
Q4 | $9.3M | Buy |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $218K | Sell |
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|
2018
Q1 | $231K | Buy |
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|
2017
Q4 | $265K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $250K | Hold |
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|
2017
Q1 | $253K | Sell |
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|
2016
Q4 | $251K | Sell |
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|
2016
Q3 | $253K | Sell |
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|
2016
Q2 | $297K | Buy |
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|
2016
Q1 | $249K | Hold |
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|
2015
Q4 | $224K | Hold |
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|
2015
Q3 | $233K | Sell |
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|
2015
Q2 | $254K | Sell |
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|
2015
Q1 | $275K | Buy |
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|
2014
Q4 | $292K | Buy |
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|
2014
Q3 | $262K | Buy |
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|
2014
Q2 | $242K | Buy |
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