West Branch Capital’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 | $340 | Hold |
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|
2025
Q1 | $337 | Hold |
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|
2024
Q4 | $324 | Hold |
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|
2024
Q3 | $347 | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $22.1K | Sell |
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|
2023
Q2 | $38.6K | Hold |
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|
2023
Q1 | $41.7K | Hold |
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|
2022
Q4 | $45.7K | Sell |
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|
2022
Q3 | $59K | Sell |
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|
2022
Q2 | $83K | Buy |
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|
2022
Q1 | $88K | Sell |
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|
2021
Q4 | $82K | Sell |
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|
2021
Q3 | $83K | Buy |
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|
2021
Q2 | $83K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $383K | Sell |
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|
2020
Q1 | $809K | Sell |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $1.75M | Buy |
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|
2019
Q2 | $828K | Buy |
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|
2019
Q1 | $657K | Buy |
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