DSC
Duncker Streett & Co’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Hold |
2,135
| – | – | 0.02% | 266 |
|
|
2025
Q1 | $120K | Hold |
2,135
| – | – | 0.02% | 260 |
|
|
2024
Q4 | $115K | Hold |
2,135
| – | – | 0.02% | 259 |
|
|
2024
Q3 | $123K | Sell |
2,135
-300
| -12% | -$17.3K | 0.02% | 264 |
|
|
2024
Q2 | $119K | Hold |
2,435
| – | – | 0.02% | 261 |
|
|
2024
Q1 | $120K | Buy |
2,435
+400
| +20% | +$19.7K | 0.02% | 259 |
|
|
2023
Q4 | $95.6K | Hold |
2,035
| – | – | 0.02% | 272 |
|
|
2023
Q3 | $90.9K | Hold |
2,035
| – | – | 0.02% | 266 |
|
|
2023
Q2 | $105K | Hold |
2,035
| – | – | 0.02% | 250 |
|
|
2023
Q1 | $114K | Hold |
2,035
| – | – | 0.03% | 234 |
|
|
2022
Q4 | $125K | Buy |
2,035
+300
| +17% | +$18.4K | 0.03% | 237 |
|
|
2022
Q3 | $120K | Sell |
1,735
-541
| -24% | -$37.4K | 0.03% | 237 |
|
|
2022
Q2 | $182K | Hold |
2,276
| – | – | 0.04% | 217 |
|
|
2022
Q1 | $193K | Sell |
2,276
-600
| -21% | -$50.9K | 0.04% | 232 |
|
|
2021
Q4 | $226K | Hold |
2,876
| – | – | 0.04% | 230 |
|
|
2021
Q3 | $210K | Hold |
2,876
| – | – | 0.04% | 230 |
|
|
2021
Q2 | $212K | Sell |
2,876
-875
| -23% | -$64.5K | 0.04% | 230 |
|
|
2021
Q1 | $285K | Buy |
3,751
+7
| +0.2% | +$532 | 0.05% | 211 |
|
|
2020
Q4 | $282K | Buy |
3,744
+104
| +3% | +$7.83K | 0.05% | 205 |
|
|
2020
Q3 | $287K | Sell |
3,640
-295
| -7% | -$23.3K | 0.06% | 203 |
|
|
2020
Q2 | $319K | Sell |
3,935
-1,351
| -26% | -$110K | 0.08% | 189 |
|
|
2020
Q1 | $382K | Sell |
5,286
-135
| -2% | -$9.76K | 0.1% | 168 |
|
|
2019
Q4 | $449K | Sell |
5,421
-246
| -4% | -$20.4K | 0.09% | 183 |
|
|
2019
Q3 | $460K | Buy |
5,667
+139
| +3% | +$11.3K | 0.11% | 178 |
|
|
2019
Q2 | $428K | Sell |
5,528
-77
| -1% | -$5.96K | 0.1% | 189 |
|
|
2019
Q1 | $430K | Buy |
5,605
+285
| +5% | +$21.9K | 0.1% | 188 |
|
|
2018
Q4 | $380K | Buy |
5,320
+219
| +4% | +$15.6K | 0.1% | 190 |
|
|
2018
Q3 | $358K | Sell |
5,101
-316
| -6% | -$22.2K | 0.08% | 215 |
|
|
2018
Q2 | $369K | Buy |
5,417
+12
| +0.2% | +$817 | 0.09% | 206 |
|
|
2018
Q1 | $365K | Sell |
5,405
-203
| -4% | -$13.7K | 0.09% | 206 |
|
|
2017
Q4 | $455K | Sell |
5,608
-307
| -5% | -$24.9K | 0.12% | 185 |
|
|
2017
Q3 | $455K | Sell |
5,915
-829
| -12% | -$63.8K | 0.14% | 177 |
|
|
2017
Q2 | $517K | Buy |
6,744
+33
| +0.5% | +$2.53K | 0.16% | 154 |
|
|
2017
Q1 | $520K | Buy |
6,711
+2,685
| +67% | +$208K | 0.16% | 153 |
|
|
2016
Q4 | $309K | Buy |
4,026
+869
| +28% | +$66.7K | 0.1% | 196 |
|
|
2016
Q3 | $235K | Buy |
3,157
+430
| +16% | +$32K | 0.08% | 224 |
|
|
2016
Q2 | $213K | Buy |
2,727
+440
| +19% | +$34.4K | 0.08% | 228 |
|
|
2016
Q1 | $172K | Hold |
2,287
| – | – | 0.06% | 236 |
|
|
2015
Q4 | $154K | Hold |
2,287
| – | – | 0.06% | 250 |
|
|
2015
Q3 | $161K | Sell |
2,287
-206
| -8% | -$14.5K | 0.06% | 249 |
|
|
2015
Q2 | $167K | Sell |
2,493
-350
| -12% | -$23.4K | 0.06% | 260 |
|
|
2015
Q1 | $201K | Hold |
2,843
| – | – | 0.07% | 242 |
|
|
2014
Q4 | $219K | Hold |
2,843
| – | – | 0.07% | 235 |
|
|
2014
Q3 | $197K | Hold |
2,843
| – | – | 0.07% | 245 |
|
|
2014
Q2 | $203K | Hold |
2,843
| – | – | 0.07% | 252 |
|
|
2014
Q1 | $202K | Sell |
2,843
-80
| -3% | -$5.68K | 0.07% | 250 |
|
|
2013
Q4 | $190K | Hold |
2,923
| – | – | 0.07% | 249 |
|
|
2013
Q3 | $183K | Buy |
2,923
+333
| +13% | +$20.8K | 0.07% | 239 |
|
|
2013
Q2 | $147K | Buy |
+2,590
| New | +$147K | 0.06% | 260 |
|