B. Metzler seel. Sohn & Co’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
19,155
+2,205
| +13% | +$125K | 0.01% | 523 |
|
|
2025
Q1 | $950K | Hold |
16,950
| – | – | 0.01% | 539 |
|
|
2024
Q4 | $913K | Hold |
16,950
| – | – | 0.01% | 555 |
|
|
2024
Q3 | $980K | Hold |
16,950
| – | – | 0.01% | 550 |
|
|
2024
Q2 | $831K | Hold |
16,950
| – | – | 0.01% | 558 |
|
|
2024
Q1 | $834K | Buy |
16,950
+1,249
| +8% | +$61.4K | 0.01% | 549 |
|
|
2023
Q4 | $738K | Sell |
15,701
-39,900
| -72% | -$1.88M | 0.01% | 549 |
|
|
2023
Q3 | $2.48M | Buy |
55,601
+11,840
| +27% | +$529K | 0.04% | 275 |
|
|
2023
Q2 | $2.27M | Sell |
43,761
-295
| -0.7% | -$15.3K | 0.03% | 344 |
|
|
2023
Q1 | $2.46M | Sell |
44,056
-6,757
| -13% | -$378K | 0.04% | 253 |
|
|
2022
Q4 | $3.12M | Buy |
50,813
+857
| +2% | +$52.5K | 0.05% | 215 |
|
|
2022
Q3 | $3.45M | Buy |
49,956
+3,836
| +8% | +$265K | 0.06% | 194 |
|
|
2022
Q2 | $3.68M | Buy |
46,120
+5,558
| +14% | +$443K | 0.06% | 197 |
|
|
2022
Q1 | $3.45M | Sell |
40,562
-3,471
| -8% | -$295K | 0.05% | 234 |
|
|
2021
Q4 | $3.46M | Buy |
44,033
+31,766
| +259% | +$2.49M | 0.04% | 244 |
|
|
2021
Q3 | $896K | Sell |
12,267
-830
| -6% | -$60.6K | 0.01% | 459 |
|
|
2021
Q2 | $964K | Buy |
13,097
+1,172
| +10% | +$86.3K | 0.01% | 447 |
|
|
2021
Q1 | $906K | Sell |
11,925
-500
| -4% | -$38K | 0.01% | 433 |
|
|
2020
Q4 | $929K | Buy |
+12,425
| New | +$929K | 0.02% | 412 |
|