Boston Family Office’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 | $218K | Hold |
3,850
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $216K | Hold |
3,850
| – | – | 0.02% | 269 |
|
|
2024
Q4 | $207K | Hold |
3,850
| – | – | 0.01% | 268 |
|
|
2024
Q3 | $222K | Buy |
+3,850
| New | +$222K | 0.02% | 265 |
|
|
2024
Q2 | – | Sell |
-4,275
| Closed | -$210K | – | 267 |
|
|
2024
Q1 | $210K | Sell |
4,275
-41
| -0.9% | -$2.01K | 0.02% | 248 |
|
|
2023
Q4 | $203K | Buy |
+4,316
| New | +$203K | 0.02% | 252 |
|
|
2023
Q3 | – | Sell |
-4,316
| Closed | -$224K | – | 256 |
|
|
2023
Q2 | $224K | Sell |
4,316
-2,889
| -40% | -$150K | 0.02% | 237 |
|
|
2023
Q1 | $402K | Sell |
7,205
-5,429
| -43% | -$303K | 0.03% | 211 |
|
|
2022
Q4 | $775K | Sell |
12,634
-3,063
| -20% | -$188K | 0.06% | 169 |
|
|
2022
Q3 | $1.08M | Sell |
15,697
-181
| -1% | -$12.5K | 0.1% | 144 |
|
|
2022
Q2 | $1.27M | Sell |
15,878
-108
| -0.7% | -$8.62K | 0.11% | 127 |
|
|
2022
Q1 | $1.36M | Sell |
15,986
-2,462
| -13% | -$209K | 0.1% | 135 |
|
|
2021
Q4 | $1.45M | Sell |
18,448
-4,710
| -20% | -$370K | 0.09% | 136 |
|
|
2021
Q3 | $1.69M | Sell |
23,158
-1,912
| -8% | -$140K | 0.12% | 125 |
|
|
2021
Q2 | $1.84M | Sell |
25,070
-2,155
| -8% | -$159K | 0.13% | 123 |
|
|
2021
Q1 | $2.12M | Sell |
27,225
-14,276
| -34% | -$1.11M | 0.16% | 113 |
|
|
2020
Q4 | $3.12M | Sell |
41,501
-1,252
| -3% | -$94.2K | 0.24% | 89 |
|
|
2020
Q3 | $3.37M | Sell |
42,753
-2,188
| -5% | -$173K | 0.31% | 74 |
|
|
2020
Q2 | $3.65M | Hold |
44,941
| – | – | 0.35% | 68 |
|
|
2020
Q1 | $3.24M | Hold |
44,941
| – | – | 0.38% | 70 |
|
|
2019
Q4 | $3.72M | Buy |
44,941
+205
| +0.5% | +$17K | 0.35% | 78 |
|
|
2019
Q3 | $3.63M | Buy |
44,736
+924
| +2% | +$74.9K | 0.38% | 76 |
|
|
2019
Q2 | $3.39M | Buy |
43,812
+1,181
| +3% | +$91.3K | 0.35% | 81 |
|
|
2019
Q1 | $3.27M | Hold |
42,631
| – | – | 0.35% | 81 |
|
|
2018
Q4 | $3.05M | Sell |
42,631
-8,894
| -17% | -$635K | 0.38% | 76 |
|
|
2018
Q3 | $3.62M | Buy |
51,525
+2,365
| +5% | +$166K | 0.38% | 80 |
|
|
2018
Q2 | $3.35M | Buy |
49,160
+2,705
| +6% | +$184K | 0.38% | 81 |
|
|
2018
Q1 | $3.13M | Buy |
46,455
+3,835
| +9% | +$259K | 0.36% | 84 |
|
|
2017
Q4 | $3.46M | Buy |
42,620
+3,125
| +8% | +$253K | 0.38% | 81 |
|
|
2017
Q3 | $3.04M | Hold |
39,495
| – | – | 0.35% | 88 |
|
|
2017
Q2 | $3.03M | Hold |
39,495
| – | – | 0.36% | 83 |
|
|
2017
Q1 | $3.06M | Hold |
39,495
| – | – | 0.38% | 82 |
|
|
2016
Q4 | $3.03M | Hold |
39,495
| – | – | 0.39% | 78 |
|
|
2016
Q3 | $2.93M | Sell |
39,495
-500
| -1% | -$37.1K | 0.38% | 79 |
|
|
2016
Q2 | $3.12M | Buy |
39,995
+250
| +0.6% | +$19.5K | 0.4% | 77 |
|
|
2016
Q1 | $2.99M | Buy |
39,745
+500
| +1% | +$37.6K | 0.39% | 78 |
|
|
2015
Q4 | $2.66M | Hold |
39,245
| – | – | 0.36% | 85 |
|
|
2015
Q3 | $2.76M | Hold |
39,245
| – | – | 0.38% | 81 |
|
|
2015
Q2 | $2.62M | Buy |
39,245
+1,175
| +3% | +$78.6K | 0.33% | 91 |
|
|
2015
Q1 | $2.7M | Sell |
38,070
-150
| -0.4% | -$10.6K | 0.34% | 91 |
|
|
2014
Q4 | $2.94M | Sell |
38,220
-200
| -0.5% | -$15.4K | 0.37% | 82 |
|
|
2014
Q3 | $2.65M | Hold |
38,420
| – | – | 0.34% | 86 |
|
|
2014
Q2 | $2.75M | Hold |
38,420
| – | – | 0.35% | 85 |
|
|
2014
Q1 | $2.73M | Sell |
38,420
-200
| -0.5% | -$14.2K | 0.36% | 85 |
|
|
2013
Q4 | $2.5M | Buy |
38,620
+50
| +0.1% | +$3.23K | 0.33% | 87 |
|
|
2013
Q3 | $2.41M | Hold |
38,570
| – | – | 0.34% | 85 |
|
|
2013
Q2 | $2.19M | Buy |
+38,570
| New | +$2.19M | 0.33% | 86 |
|