CIA
Choate Investment Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,880
| Closed | -$209K | – | 399 |
|
|
2024
Q4 | $209K | Buy |
3,880
+198
| +5% | +$10.7K | 0.01% | 383 |
|
|
2024
Q3 | $213K | Buy |
+3,682
| New | +$213K | 0.01% | 365 |
|
|
2022
Q2 | – | Sell |
-2,491
| Closed | -$211K | – | 336 |
|
|
2022
Q1 | $211K | Buy |
+2,491
| New | +$211K | 0.01% | 283 |
|
|
2020
Q4 | – | Sell |
-2,550
| Closed | -$202K | – | 288 |
|
|
2020
Q3 | $202K | Hold |
2,550
| – | – | 0.01% | 236 |
|
|
2020
Q2 | $207K | Buy |
+2,550
| New | +$207K | 0.02% | 232 |
|
|
2020
Q1 | – | Sell |
-2,550
| Closed | -$211K | – | 237 |
|
|
2019
Q4 | $211K | Sell |
2,550
-212
| -8% | -$17.5K | 0.01% | 218 |
|
|
2019
Q3 | $224K | Hold |
2,762
| – | – | 0.01% | 211 |
|
|
2019
Q2 | $214K | Hold |
2,762
| – | – | 0.01% | 215 |
|
|
2019
Q1 | $212K | Buy |
+2,762
| New | +$212K | 0.01% | 228 |
|
|
2018
Q2 | – | Sell |
-3,262
| Closed | -$220K | – | 227 |
|
|
2018
Q1 | $220K | Hold |
3,262
| – | – | 0.01% | 219 |
|
|
2017
Q4 | $264K | Sell |
3,262
-247
| -7% | -$20K | 0.01% | 211 |
|
|
2017
Q3 | $270K | Sell |
3,509
-1,316
| -27% | -$101K | 0.01% | 216 |
|
|
2017
Q2 | $370K | Sell |
4,825
-425
| -8% | -$32.6K | 0.02% | 187 |
|
|
2017
Q1 | $407K | Sell |
5,250
-315
| -6% | -$24.4K | 0.02% | 183 |
|
|
2016
Q4 | $426K | Buy |
5,565
+200
| +4% | +$15.3K | 0.03% | 171 |
|
|
2016
Q3 | $398K | Buy |
5,365
+640
| +14% | +$47.5K | 0.03% | 173 |
|
|
2016
Q2 | $368K | Sell |
4,725
-175
| -4% | -$13.6K | 0.03% | 173 |
|
|
2016
Q1 | $368K | Buy |
4,900
+2,188
| +81% | +$164K | 0.03% | 179 |
|
|
2015
Q4 | $209K | Buy |
+2,712
| New | +$209K | 0.02% | 247 |
|
|
2015
Q1 | – | Sell |
-2,712
| Closed | -$209K | – | 260 |
|
|
2014
Q4 | $209K | Buy |
+2,712
| New | +$209K | 0.01% | 249 |
|
|
2014
Q2 | – | Sell |
-3,709
| Closed | -$263K | – | 306 |
|
|
2014
Q1 | $263K | Sell |
3,709
-161
| -4% | -$11.4K | 0.02% | 243 |
|
|
2013
Q4 | $250K | Sell |
3,870
-90
| -2% | -$5.82K | 0.02% | 240 |
|
|
2013
Q3 | $247K | Hold |
3,960
| – | – | 0.02% | 232 |
|
|
2013
Q2 | $225K | Buy |
+3,960
| New | +$225K | 0.02% | 238 |
|