Colonial Trust 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
Q2 | $252K | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $437K | Sell |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $550K | Buy |
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|
2022
Q2 | $609K | Sell |
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|
2022
Q1 | $679K | Buy |
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|
2021
Q4 | $623K | Sell |
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|
2021
Q3 | $648K | Sell |
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|
2021
Q2 | $660K | Sell |
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|
2021
Q1 | $717K | Sell |
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|
2020
Q4 | $725K | Sell |
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|
2020
Q3 | $777K | Sell |
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|
2020
Q2 | $5.44M | Buy |
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|
2020
Q1 | $4.71M | Buy |
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|
2019
Q4 | $5.19M | Sell |
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|
2019
Q3 | $5.28M | Buy |
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|
2019
Q2 | $4.77M | Buy |
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|
2019
Q1 | $4.71M | Buy |
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|
2018
Q4 | $3.55M | Sell |
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|
2018
Q3 | $3.86M | Buy |
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|
2018
Q2 | $3.68M | Buy |
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|
2018
Q1 | $3.6M | Sell |
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|
2017
Q4 | $6.19M | Buy |
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|
2017
Q3 | $3.96M | Buy |
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|
2017
Q2 | $3.87M | Buy |
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|
2017
Q1 | $2.35M | Buy |
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|
2016
Q4 | $2.3M | Buy |
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|
2016
Q3 | $427K | Hold |
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|
2016
Q2 | $448K | Sell |
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|
2016
Q1 | $443K | Hold |
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|
2015
Q4 | $399K | Hold |
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|
2015
Q3 | $415K | Hold |
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|
2015
Q2 | $395K | Hold |
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|
2015
Q1 | $418K | Buy |
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|
2014
Q4 | $315K | Sell |
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|
2014
Q3 | $408K | Hold |
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|
2014
Q2 | $422K | Hold |
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|
2014
Q1 | $419K | Hold |
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|
2013
Q4 | $382K | Hold |
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|
2013
Q3 | $369K | Buy |
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|
2013
Q2 | $307K | Buy |
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