CANC
Culbertson A N & Co’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Sell |
15,167
-183
| -1% | -$10.3K | 0.13% | 93 |
|
|
2025
Q1 | $861K | Sell |
15,350
-232
| -1% | -$13K | 0.14% | 93 |
|
|
2024
Q4 | $839K | Sell |
15,582
-2,054
| -12% | -$111K | 0.13% | 95 |
|
|
2024
Q3 | $1.02M | Sell |
17,636
-1,996
| -10% | -$115K | 0.16% | 89 |
|
|
2024
Q2 | $962K | Sell |
19,632
-841
| -4% | -$41.2K | 0.17% | 87 |
|
|
2024
Q1 | $1.01M | Sell |
20,473
-2,200
| -10% | -$108K | 0.17% | 86 |
|
|
2023
Q4 | $1.07M | Sell |
22,673
-662
| -3% | -$31.1K | 0.2% | 84 |
|
|
2023
Q3 | $1.04M | Buy |
23,335
+200
| +0.9% | +$8.93K | 0.21% | 83 |
|
|
2023
Q2 | $1.2M | Sell |
23,135
-99
| -0.4% | -$5.13K | 0.23% | 80 |
|
|
2023
Q1 | $1.3M | Buy |
23,234
+2,458
| +12% | +$137K | 0.27% | 78 |
|
|
2022
Q4 | $1.27M | Buy |
20,776
+348
| +2% | +$21.3K | 0.27% | 76 |
|
|
2022
Q3 | $1.41M | Sell |
20,428
-2,400
| -11% | -$166K | 0.33% | 70 |
|
|
2022
Q2 | $1.82M | Hold |
22,828
| – | – | 0.39% | 66 |
|
|
2022
Q1 | $1.94M | Hold |
22,828
| – | – | 0.37% | 68 |
|
|
2021
Q4 | $1.79M | Buy |
22,828
+2,250
| +11% | +$177K | 0.34% | 71 |
|
|
2021
Q3 | $1.5M | Sell |
20,578
-536
| -3% | -$39.1K | 0.31% | 73 |
|
|
2021
Q2 | $1.55M | Sell |
21,114
-532
| -2% | -$39.1K | 0.32% | 73 |
|
|
2021
Q1 | $1.64M | Sell |
21,646
-1,750
| -7% | -$133K | 0.36% | 67 |
|
|
2020
Q4 | $1.76M | Buy |
23,396
+1,138
| +5% | +$85.6K | 0.42% | 60 |
|
|
2020
Q3 | $1.76M | Sell |
22,258
-1,784
| -7% | -$141K | 0.46% | 59 |
|
|
2020
Q2 | $1.95M | Hold |
24,042
| – | – | 0.54% | 58 |
|
|
2020
Q1 | $1.74M | Buy |
24,042
+160
| +0.7% | +$11.6K | 0.56% | 54 |
|
|
2019
Q4 | $1.98M | Sell |
23,882
-529
| -2% | -$43.8K | 0.51% | 59 |
|
|
2019
Q3 | $1.98M | Sell |
24,411
-529
| -2% | -$42.9K | 0.54% | 58 |
|
|
2019
Q2 | $1.93M | Hold |
24,940
| – | – | 0.54% | 57 |
|
|
2019
Q1 | $1.91M | Buy |
24,940
+154
| +0.6% | +$11.8K | 0.55% | 55 |
|
|
2018
Q4 | $1.77M | Sell |
24,786
-434
| -2% | -$31K | 0.56% | 54 |
|
|
2018
Q3 | $1.77M | Sell |
25,220
-1,676
| -6% | -$118K | 0.48% | 60 |
|
|
2018
Q2 | $1.83M | Buy |
26,896
+152
| +0.6% | +$10.4K | 0.55% | 57 |
|
|
2018
Q1 | $1.8M | Sell |
26,744
-1,175
| -4% | -$79.2K | 0.54% | 60 |
|
|
2017
Q4 | $2.26M | Sell |
27,919
-300
| -1% | -$24.3K | 0.64% | 49 |
|
|
2017
Q3 | $2.17M | Sell |
28,219
-150
| -0.5% | -$11.5K | 0.66% | 50 |
|
|
2017
Q2 | $2.17M | Sell |
28,369
-490
| -2% | -$37.6K | 0.69% | 47 |
|
|
2017
Q1 | $2.24M | Sell |
28,859
-541
| -2% | -$42K | 0.73% | 44 |
|
|
2016
Q4 | $2.25M | Sell |
29,400
-240
| -0.8% | -$18.4K | 0.77% | 43 |
|
|
2016
Q3 | $2.2M | Buy |
29,640
+1,055
| +4% | +$78.3K | 0.78% | 42 |
|
|
2016
Q2 | $2.23M | Buy |
28,585
+120
| +0.4% | +$9.35K | 0.82% | 42 |
|
|
2016
Q1 | $2.14M | Hold |
28,465
| – | – | 0.83% | 41 |
|
|
2015
Q4 | $1.93M | Buy |
28,465
+1,190
| +4% | +$80.5K | 0.76% | 44 |
|
|
2015
Q3 | $1.92M | Hold |
27,275
| – | – | 0.81% | 43 |
|
|
2015
Q2 | $1.82M | Sell |
27,275
-80
| -0.3% | -$5.35K | 0.71% | 45 |
|
|
2015
Q1 | $1.94M | Sell |
27,355
-120
| -0.4% | -$8.51K | 0.77% | 45 |
|
|
2014
Q4 | $2.11M | Sell |
27,475
-845
| -3% | -$65K | 0.87% | 44 |
|
|
2014
Q3 | $1.96M | Hold |
28,320
| – | – | 0.84% | 46 |
|
|
2014
Q2 | $2.03M | Sell |
28,320
-1,225
| -4% | -$87.6K | 0.88% | 46 |
|
|
2014
Q1 | $2.1M | Buy |
29,545
+142
| +0.5% | +$10.1K | 0.98% | 45 |
|
|
2013
Q4 | $1.9M | Sell |
29,403
-223
| -0.8% | -$14.4K | 0.93% | 44 |
|
|
2013
Q3 | $1.85M | Buy |
29,626
+1,089
| +4% | +$68K | 0.99% | 43 |
|
|
2013
Q2 | $1.62M | Buy |
+28,537
| New | +$1.62M | 0.91% | 48 |
|