BOK Financial’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 | $667K | Buy |
11,797
+517
| +5% | +$29.2K | 0.01% | 508 |
|
|
2025
Q1 | $632K | Sell |
11,280
-600
| -5% | -$33.6K | 0.01% | 511 |
|
|
2024
Q4 | $634K | Sell |
11,880
-1,978
| -14% | -$106K | 0.01% | 508 |
|
|
2024
Q3 | $805K | Sell |
13,858
-979
| -7% | -$56.9K | 0.01% | 473 |
|
|
2024
Q2 | $727K | Sell |
14,837
-5,973
| -29% | -$293K | 0.01% | 525 |
|
|
2024
Q1 | $1.02M | Sell |
20,810
-1,905
| -8% | -$93.7K | 0.02% | 479 |
|
|
2023
Q4 | $1.07M | Sell |
22,715
-3,593
| -14% | -$169K | 0.02% | 449 |
|
|
2023
Q3 | $1.06M | Buy |
26,308
+4,467
| +20% | +$180K | 0.02% | 427 |
|
|
2023
Q2 | $1.13M | Sell |
21,841
-1,776
| -8% | -$92K | 0.02% | 439 |
|
|
2023
Q1 | $1.32M | Sell |
23,617
-19,523
| -45% | -$1.09M | 0.03% | 419 |
|
|
2022
Q4 | $2.65M | Buy |
43,140
+5,532
| +15% | +$339K | 0.05% | 321 |
|
|
2022
Q3 | $2.6M | Buy |
37,608
+544
| +1% | +$37.6K | 0.05% | 310 |
|
|
2022
Q2 | $2.96M | Sell |
37,064
-3,597
| -9% | -$287K | 0.06% | 290 |
|
|
2022
Q1 | $3.46M | Sell |
40,661
-3,227
| -7% | -$274K | 0.06% | 282 |
|
|
2021
Q4 | $3.45M | Sell |
43,888
-12,086
| -22% | -$949K | 0.05% | 299 |
|
|
2021
Q3 | $4.09M | Buy |
+55,974
| New | +$4.09M | 0.07% | 269 |
|
|
2021
Q1 | $4.36M | Sell |
57,448
-2,251
| -4% | -$171K | 0.08% | 240 |
|
|
2020
Q4 | $4.49M | Buy |
59,699
+19,127
| +47% | +$1.44M | 0.09% | 217 |
|
|
2020
Q3 | $3.2M | Buy |
40,572
+1,696
| +4% | +$134K | 0.07% | 249 |
|
|
2020
Q2 | $3.16M | Buy |
38,876
+296
| +0.8% | +$24K | 0.07% | 248 |
|
|
2020
Q1 | $2.79M | Sell |
38,580
-7,105
| -16% | -$513K | 0.08% | 240 |
|
|
2019
Q4 | $3.78M | Buy |
45,685
+4,186
| +10% | +$347K | 0.09% | 238 |
|
|
2019
Q3 | $3.36M | Sell |
41,499
-3,467
| -8% | -$281K | 0.08% | 248 |
|
|
2019
Q2 | $3.48M | Sell |
44,966
-5,247
| -10% | -$406K | 0.08% | 250 |
|
|
2019
Q1 | $3.85M | Buy |
50,213
+6,053
| +14% | +$464K | 0.09% | 230 |
|
|
2018
Q4 | $3.16M | Buy |
44,160
+3,950
| +10% | +$282K | 0.09% | 242 |
|
|
2018
Q3 | $2.83M | Sell |
40,210
-1,575
| -4% | -$111K | 0.07% | 303 |
|
|
2018
Q2 | $2.85M | Sell |
41,785
-42,685
| -51% | -$2.91M | 0.08% | 299 |
|
|
2018
Q1 | $5.7M | Sell |
84,470
-3,012
| -3% | -$203K | 0.16% | 153 |
|
|
2017
Q4 | $7.09M | Sell |
87,482
-761
| -0.9% | -$61.7K | 0.2% | 129 |
|
|
2017
Q3 | $6.79M | Sell |
88,243
-4,214
| -5% | -$324K | 0.2% | 120 |
|
|
2017
Q2 | $7.09M | Sell |
92,457
-5,615
| -6% | -$430K | 0.22% | 103 |
|
|
2017
Q1 | $7.61M | Buy |
98,072
+7,070
| +8% | +$548K | 0.24% | 101 |
|
|
2016
Q4 | $6.97M | Buy |
91,002
+11,861
| +15% | +$908K | 0.23% | 99 |
|
|
2016
Q3 | $5.88M | Buy |
79,141
+43,480
| +122% | +$3.23M | 0.19% | 114 |
|
|
2016
Q2 | $2.78M | Buy |
35,661
+4,350
| +14% | +$339K | 0.1% | 232 |
|
|
2016
Q1 | $2.35M | Sell |
31,311
-1,749
| -5% | -$131K | 0.09% | 275 |
|
|
2015
Q4 | $2.24M | Sell |
33,060
-3,146
| -9% | -$213K | 0.08% | 282 |
|
|
2015
Q3 | $2.55M | Buy |
36,206
+932
| +3% | +$65.6K | 0.1% | 248 |
|
|
2015
Q2 | $2.36M | Buy |
35,274
+1,891
| +6% | +$126K | 0.08% | 285 |
|
|
2015
Q1 | $2.37M | Buy |
33,383
+6,489
| +24% | +$460K | 0.08% | 285 |
|
|
2014
Q4 | $2.07M | Sell |
26,894
-3,459
| -11% | -$266K | 0.07% | 287 |
|
|
2014
Q3 | $2.1M | Sell |
30,353
-8,707
| -22% | -$601K | 0.07% | 292 |
|
|
2014
Q2 | $2.79M | Buy |
39,060
+3,701
| +10% | +$265K | 0.09% | 245 |
|
|
2014
Q1 | $2.51M | Buy |
35,359
+1,395
| +4% | +$99.1K | 0.08% | 267 |
|
|
2013
Q4 | $2.2M | Sell |
33,964
-78
| -0.2% | -$5.05K | 0.07% | 278 |
|
|
2013
Q3 | $2.13M | Sell |
34,042
-245
| -0.7% | -$15.3K | 0.08% | 276 |
|
|
2013
Q2 | $1.95M | Buy |
+34,287
| New | +$1.95M | 0.07% | 270 |
|