Choate Investment Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $209K | Buy |
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|
2024
Q3 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $202K | Hold |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $211K | Sell |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $214K | Hold |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $220K | Hold |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $270K | Sell |
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|
2017
Q2 | $370K | Sell |
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|
2017
Q1 | $407K | Sell |
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|
2016
Q4 | $426K | Buy |
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|
2016
Q3 | $398K | Buy |
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|
2016
Q2 | $368K | Sell |
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|
2016
Q1 | $368K | Buy |
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|
2015
Q4 | $209K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $209K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $263K | Sell |
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|
2013
Q4 | $250K | Sell |
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|
2013
Q3 | $247K | Hold |
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|
2013
Q2 | $225K | Buy |
|