Deseret Mutual Benefit Administrators’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 | $103K | Hold |
1,827
| – | – | 0.05% | 211 |
|
|
2025
Q1 | $102K | Hold |
1,827
| – | – | 0.05% | 203 |
|
|
2024
Q4 | $98.4K | Sell |
1,827
-23
| -1% | -$1.24K | 0.05% | 211 |
|
|
2024
Q3 | $107K | Hold |
1,850
| – | – | 0.05% | 205 |
|
|
2024
Q2 | $90.7K | Hold |
1,850
| – | – | 0.04% | 219 |
|
|
2024
Q1 | $91K | Buy |
1,850
+192
| +12% | +$9.45K | 0.05% | 220 |
|
|
2023
Q4 | $77.9K | Sell |
1,658
-2,391
| -59% | -$112K | 0.05% | 217 |
|
|
2023
Q3 | $181K | Sell |
4,049
-1,964
| -33% | -$87.7K | 0.09% | 139 |
|
|
2023
Q2 | $311K | Sell |
6,013
-1,435
| -19% | -$74.3K | 0.12% | 97 |
|
|
2023
Q1 | $416K | Sell |
7,448
-1,909
| -20% | -$107K | 0.16% | 79 |
|
|
2022
Q4 | $574K | Sell |
9,357
-2,916
| -24% | -$179K | 0.24% | 60 |
|
|
2022
Q3 | $848K | Buy |
12,273
+832
| +7% | +$57.5K | 0.24% | 63 |
|
|
2022
Q2 | $913K | Buy |
11,441
+3,715
| +48% | +$296K | 0.21% | 73 |
|
|
2022
Q1 | $656K | Buy |
7,726
+3,157
| +69% | +$268K | 0.13% | 108 |
|
|
2021
Q4 | $359K | Buy |
4,569
+434
| +10% | +$34.1K | 0.06% | 201 |
|
|
2021
Q3 | $302K | Sell |
4,135
-792
| -16% | -$57.8K | 0.06% | 203 |
|
|
2021
Q2 | $362K | Buy |
+4,927
| New | +$362K | 0.09% | 124 |
|