Valeo Financial 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 | $1.11M | Sell |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $868K | Buy |
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|
2024
Q4 | $830K | Sell |
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|
2024
Q3 | $909K | Sell |
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|
2024
Q2 | $906K | Sell |
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|
2024
Q1 | $965K | Buy |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $964K | Buy |
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|
2023
Q2 | $819K | Sell |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $974K | Buy |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $358K | Sell |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.9M | Buy |
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|
2020
Q3 | $1.96M | Sell |
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|
2020
Q2 | $2.1M | Sell |
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|
2020
Q1 | $2.46M | Sell |
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|
2019
Q4 | $2.58M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $140K | Sell |
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|
2019
Q1 | $171K | Buy |
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|
2018
Q4 | $150K | Sell |
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|
2018
Q3 | $199K | Sell |
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|
2018
Q2 | $252K | Buy |
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|
2018
Q1 | $233K | Buy |
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|
2017
Q4 | $90K | Buy |
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|
2017
Q3 | $48K | Buy |
|