Boltwood Capital Management’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 | $233K | Sell |
4,115
-70
| -2% | -$3.96K | 0.07% | 165 |
|
|
2025
Q1 | $235K | Hold |
4,185
| – | – | 0.07% | 165 |
|
|
2024
Q4 | $225K | Sell |
4,185
-75
| -2% | -$4.04K | 0.07% | 161 |
|
|
2024
Q3 | $246K | Sell |
4,260
-1,044
| -20% | -$60.3K | 0.07% | 155 |
|
|
2024
Q2 | $260K | Sell |
5,304
-705
| -12% | -$34.5K | 0.08% | 152 |
|
|
2024
Q1 | $296K | Sell |
6,009
-350
| -6% | -$17.2K | 0.09% | 146 |
|
|
2023
Q4 | $299K | Sell |
6,359
-686
| -10% | -$32.2K | 0.1% | 142 |
|
|
2023
Q3 | $315K | Sell |
7,045
-988
| -12% | -$44.1K | 0.12% | 125 |
|
|
2023
Q2 | $416K | Sell |
8,033
-1,229
| -13% | -$63.7K | 0.15% | 117 |
|
|
2023
Q1 | $518K | Sell |
9,262
-860
| -8% | -$48.1K | 0.19% | 102 |
|
|
2022
Q4 | $621K | Hold |
10,122
| – | – | 0.25% | 93 |
|
|
2022
Q3 | $700K | Sell |
10,122
-1,699
| -14% | -$117K | 0.32% | 83 |
|
|
2022
Q2 | $943K | Buy |
11,821
+94
| +0.8% | +$7.5K | 0.41% | 71 |
|
|
2022
Q1 | $996K | Sell |
11,727
-100
| -0.8% | -$8.49K | 0.38% | 79 |
|
|
2021
Q4 | $929K | Sell |
11,827
-100
| -0.8% | -$7.86K | 0.34% | 87 |
|
|
2021
Q3 | $871K | Sell |
11,927
-788
| -6% | -$57.5K | 0.35% | 87 |
|
|
2021
Q2 | $935K | Hold |
12,715
| – | – | 0.39% | 80 |
|
|
2021
Q1 | $966K | Sell |
12,715
-1,089
| -8% | -$82.7K | 0.43% | 73 |
|
|
2020
Q4 | $1.04M | Sell |
13,804
-150
| -1% | -$11.3K | 0.5% | 63 |
|
|
2020
Q3 | $1.1M | Hold |
13,954
| – | – | 0.61% | 52 |
|
|
2020
Q2 | $1.13M | Hold |
13,954
| – | – | 0.68% | 47 |
|
|
2020
Q1 | $1.01M | Sell |
13,954
-100
| -0.7% | -$7.22K | 0.71% | 48 |
|
|
2019
Q4 | $1.16M | Sell |
14,054
-445
| -3% | -$36.9K | 0.65% | 50 |
|
|
2019
Q3 | $1.18M | Sell |
14,499
-250
| -2% | -$20.3K | 0.74% | 44 |
|
|
2019
Q2 | $1.14M | Sell |
14,749
-1,157
| -7% | -$89.4K | 0.73% | 43 |
|
|
2019
Q1 | $1.22M | Sell |
15,906
-537
| -3% | -$41.2K | 0.79% | 44 |
|
|
2018
Q4 | $1.18M | Sell |
16,443
-418
| -2% | -$29.9K | 0.8% | 43 |
|
|
2018
Q3 | $1.18M | Sell |
16,861
-675
| -4% | -$47.4K | 0.71% | 47 |
|
|
2018
Q2 | $1.2M | Sell |
17,536
-965
| -5% | -$65.8K | 0.78% | 43 |
|
|
2018
Q1 | $1.25M | Sell |
18,501
-1,007
| -5% | -$67.9K | 0.85% | 41 |
|
|
2017
Q4 | $1.58M | Sell |
19,508
-60
| -0.3% | -$4.86K | 0.97% | 34 |
|
|
2017
Q3 | $1.51M | Sell |
19,568
-175
| -0.9% | -$13.5K | 0.98% | 34 |
|
|
2017
Q2 | $1.51M | Sell |
19,743
-225
| -1% | -$17.2K | 1.02% | 33 |
|
|
2017
Q1 | $1.55M | Sell |
19,968
-25
| -0.1% | -$1.94K | 1.08% | 31 |
|
|
2016
Q4 | $1.53M | Hold |
19,993
| – | – | 1.17% | 28 |
|
|
2016
Q3 | $1.48M | Buy |
19,993
+400
| +2% | +$29.7K | 1.19% | 26 |
|
|
2016
Q2 | $1.53M | Buy |
19,593
+68
| +0.3% | +$5.3K | 1.27% | 20 |
|
|
2016
Q1 | $1.47M | Sell |
19,525
-38
| -0.2% | -$2.86K | 1.29% | 21 |
|
|
2015
Q4 | $1.32M | Hold |
19,563
| – | – | 1.21% | 26 |
|
|
2015
Q3 | $1.38M | Sell |
19,563
-4,354
| -18% | -$306K | 1.47% | 21 |
|
|
2015
Q2 | $1.6M | Sell |
23,917
-300
| -1% | -$20.1K | 1.57% | 20 |
|
|
2015
Q1 | $1.72M | Sell |
24,217
-800
| -3% | -$56.7K | 0.5% | 39 |
|
|
2014
Q4 | $1.92M | Sell |
25,017
-50
| -0.2% | -$3.85K | 0.55% | 39 |
|
|
2014
Q3 | $1.73M | Buy |
25,067
+158
| +0.6% | +$10.9K | 0.51% | 41 |
|
|
2014
Q2 | $1.78M | Sell |
24,909
-300
| -1% | -$21.5K | 0.53% | 38 |
|
|
2014
Q1 | $1.79M | Sell |
25,209
-475
| -2% | -$33.7K | 0.56% | 36 |
|
|
2013
Q4 | $1.66M | Sell |
25,684
-175
| -0.7% | -$11.3K | 0.54% | 41 |
|
|
2013
Q3 | $1.62M | Sell |
25,859
-500
| -2% | -$31.2K | 0.59% | 35 |
|
|
2013
Q2 | $1.5M | Buy |
+26,359
| New | +$1.5M | 0.62% | 37 |
|