Valley National Advisers’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 | $91K | Sell |
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|
2025
Q2 | $84K | Buy |
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|
2025
Q1 | $79K | Buy |
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|
2024
Q4 | $75K | Sell |
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|
2024
Q3 | $92K | Sell |
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|
2024
Q2 | $122K | Buy |
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|
2024
Q1 | $113K | Sell |
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|
2023
Q4 | $134K | Sell |
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|
2023
Q3 | $128K | Buy |
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|
2023
Q2 | $129K | Sell |
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|
2023
Q1 | $150K | Hold |
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|
2022
Q4 | $162K | Sell |
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|
2022
Q3 | $174K | Hold |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $236K | Sell |
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|
2021
Q3 | $285K | Sell |
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|
2021
Q2 | $291K | Sell |
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|
2021
Q1 | $331K | Sell |
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|
2020
Q4 | $396K | Buy |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $425K | Buy |
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|
2020
Q1 | $366K | Buy |
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|
2019
Q4 | $410K | Hold |
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|
2019
Q3 | $401K | Sell |
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|
2019
Q2 | $397K | Hold |
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|
2019
Q1 | $393K | Hold |
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|
2018
Q4 | $366K | Buy |
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|
2018
Q3 | $304K | Buy |
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|
2018
Q2 | $295K | Hold |
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|
2018
Q1 | $291K | Hold |
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|
2017
Q4 | $350K | Buy |
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|
2017
Q3 | $331K | Hold |
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|
2017
Q2 | $330K | Hold |
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|
2017
Q1 | $334K | Hold |
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|
2016
Q4 | $330K | Hold |
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|
2016
Q3 | $320K | Sell |
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|
2016
Q2 | $376K | Hold |
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|
2016
Q1 | $363K | Hold |
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|
2015
Q4 | $327K | Hold |
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|
2015
Q3 | $340K | Hold |
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|
2015
Q2 | $323K | Sell |
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|
2015
Q1 | $362K | Buy |
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|
2014
Q4 | $207K | Buy |
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