A.D. Beadell Investment Counsel’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 | $405K | Hold |
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|
2025
Q2 | $374K | Sell |
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|
2025
Q1 | $392K | Hold |
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|
2024
Q4 | $377K | Buy |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $245K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.11M | Sell |
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|
2020
Q1 | $2.77M | Buy |
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|
2019
Q4 | $3.15M | Sell |
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|
2019
Q3 | $3.1M | Sell |
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|
2019
Q2 | $3M | Sell |
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|
2019
Q1 | $3.59M | Buy |
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|
2018
Q4 | $734K | Hold |
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|
2018
Q3 | $722K | Hold |
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|
2018
Q2 | $701K | Sell |
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|
2018
Q1 | $696K | Hold |
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|
2017
Q4 | $837K | Hold |
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|
2017
Q3 | $795K | Hold |
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|
2017
Q2 | $791K | Sell |
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|
2017
Q1 | $892K | Hold |
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|
2016
Q4 | $880K | Hold |
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|
2016
Q3 | $854K | Hold |
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|
2016
Q2 | $896K | Buy |
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|
2016
Q1 | $745K | Hold |
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|
2015
Q4 | $671K | Buy |
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|
2015
Q3 | $648K | Buy |
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|
2015
Q2 | $588K | Buy |
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|
2015
Q1 | $596K | Buy |
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|
2014
Q4 | $461K | Hold |
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|
2014
Q3 | $414K | Hold |
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|
2014
Q2 | $429K | Hold |
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|
2014
Q1 | $425K | Hold |
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|
2013
Q4 | $388K | Sell |
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|
2013
Q3 | $593K | Hold |
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|
2013
Q2 | $539K | Buy |
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