Beech Hill Advisors’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 | $435K | Hold |
7,700
| – | – | 0.2% | 83 |
|
|
2025
Q1 | $432K | Hold |
7,700
| – | – | 0.17% | 86 |
|
|
2024
Q4 | $415K | Sell |
7,700
-8
| -0.1% | -$431 | 0.16% | 87 |
|
|
2024
Q3 | $445K | Hold |
7,708
| – | – | 0.17% | 83 |
|
|
2024
Q2 | $378K | Hold |
7,708
| – | – | 0.16% | 83 |
|
|
2024
Q1 | $379K | Sell |
7,708
-200
| -3% | -$9.84K | 0.16% | 85 |
|
|
2023
Q4 | $372K | Hold |
7,908
| – | – | 0.18% | 83 |
|
|
2023
Q3 | $353K | Hold |
7,908
| – | – | 0.18% | 75 |
|
|
2023
Q2 | $410K | Hold |
7,908
| – | – | 0.2% | 73 |
|
|
2023
Q1 | $442K | Sell |
7,908
-6,720
| -46% | -$376K | 0.22% | 72 |
|
|
2022
Q4 | $897K | Sell |
14,628
-4,390
| -23% | -$269K | 0.5% | 54 |
|
|
2022
Q3 | $1.31M | Hold |
19,018
| – | – | 0.75% | 45 |
|
|
2022
Q2 | $1.52M | Sell |
19,018
-80
| -0.4% | -$6.39K | 0.81% | 47 |
|
|
2022
Q1 | $1.62M | Sell |
19,098
-267
| -1% | -$22.7K | 0.66% | 51 |
|
|
2021
Q4 | $1.52M | Sell |
19,365
-625
| -3% | -$49.1K | 0.58% | 50 |
|
|
2021
Q3 | $1.46M | Sell |
19,990
-31,000
| -61% | -$2.26M | 0.61% | 49 |
|
|
2021
Q2 | $3.75M | Sell |
50,990
-940
| -2% | -$69.2K | 1.52% | 26 |
|
|
2021
Q1 | $3.95M | Buy |
51,930
+170
| +0.3% | +$12.9K | 1.64% | 26 |
|
|
2020
Q4 | $3.89M | Sell |
51,760
-1,060
| -2% | -$79.7K | 1.73% | 24 |
|
|
2020
Q3 | $4.17M | Buy |
52,820
+24,780
| +88% | +$1.96M | 2.06% | 19 |
|
|
2020
Q2 | $2.28M | Sell |
28,040
-20
| -0.1% | -$1.62K | 1.15% | 41 |
|
|
2020
Q1 | $2.03M | Buy |
28,060
+19,060
| +212% | +$1.38M | 1.38% | 31 |
|
|
2019
Q4 | $745K | Sell |
9,000
-500
| -5% | -$41.4K | 0.35% | 47 |
|
|
2019
Q3 | $770K | Hold |
9,500
| – | – | 0.41% | 46 |
|
|
2019
Q2 | $735K | Sell |
9,500
-535
| -5% | -$41.4K | 0.39% | 48 |
|
|
2019
Q1 | $769K | Buy |
+10,035
| New | +$769K | 0.47% | 44 |
|
|
2014
Q1 | – | Sell |
-7,500
| Closed | -$485K | – | 135 |
|
|
2013
Q4 | $485K | Hold |
7,500
| – | – | 0.24% | 78 |
|
|
2013
Q3 | $469K | Buy |
+7,500
| New | +$469K | 0.25% | 76 |
|