EFS
Essex Financial Services’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Sell |
15,908
-192
| -1% | -$10.9K | 0.06% | 278 |
|
|
2025
Q1 | $903K | Sell |
16,100
-58
| -0.4% | -$3.25K | 0.07% | 249 |
|
|
2024
Q4 | $870K | Sell |
16,158
-1,435
| -8% | -$77.3K | 0.06% | 258 |
|
|
2024
Q3 | $1.06M | Buy |
17,593
+97
| +0.6% | +$5.82K | 0.08% | 231 |
|
|
2024
Q2 | $948K | Buy |
17,496
+2,212
| +14% | +$120K | 0.07% | 245 |
|
|
2024
Q1 | $752K | Buy |
+15,284
| New | +$752K | 0.07% | 247 |
|
|
2023
Q4 | – | Sell |
-4,557
| Closed | -$204K | – | 510 |
|
|
2023
Q3 | $204K | Buy |
+4,557
| New | +$204K | 0.02% | 445 |
|
|
2023
Q2 | – | Sell |
-4,791
| Closed | -$268K | – | 483 |
|
|
2023
Q1 | $268K | Buy |
+4,791
| New | +$268K | 0.03% | 396 |
|
|
2022
Q4 | – | Sell |
-3,749
| Closed | -$259K | – | 480 |
|
|
2022
Q3 | $259K | Buy |
3,749
+33
| +0.9% | +$2.28K | 0.03% | 367 |
|
|
2022
Q2 | $297K | Sell |
3,716
-44
| -1% | -$3.52K | 0.03% | 352 |
|
|
2022
Q1 | $319K | Buy |
3,760
+460
| +14% | +$39K | 0.03% | 358 |
|
|
2021
Q4 | $259K | Buy |
3,300
+347
| +12% | +$27.2K | 0.03% | 400 |
|
|
2021
Q3 | $216K | Buy |
+2,953
| New | +$216K | 0.02% | 426 |
|
|
2020
Q4 | – | Sell |
-2,731
| Closed | -$216K | – | 328 |
|
|
2020
Q3 | $216K | Buy |
+2,731
| New | +$216K | 0.05% | 251 |
|
|
2020
Q1 | – | Sell |
-3,185
| Closed | -$264K | – | 253 |
|
|
2019
Q4 | $264K | Buy |
3,185
+396
| +14% | +$32.8K | 0.07% | 226 |
|
|
2019
Q3 | $226K | Sell |
2,789
-159
| -5% | -$12.9K | 0.07% | 224 |
|
|
2019
Q2 | $228K | Buy |
2,948
+116
| +4% | +$8.97K | 0.07% | 212 |
|
|
2019
Q1 | $217K | Buy |
+2,832
| New | +$217K | 0.07% | 209 |
|
|
2018
Q1 | – | Sell |
-2,721
| Closed | -$221K | – | 360 |
|
|
2017
Q4 | $221K | Sell |
2,721
-860
| -24% | -$69.8K | 0.05% | 249 |
|
|
2017
Q3 | $275K | Buy |
3,581
+44
| +1% | +$3.38K | 0.07% | 221 |
|
|
2017
Q2 | $271K | Sell |
3,537
-453
| -11% | -$34.7K | 0.06% | 284 |
|
|
2017
Q1 | $310K | Sell |
3,990
-380
| -9% | -$29.5K | 0.07% | 249 |
|
|
2016
Q4 | $335K | Buy |
4,370
+382
| +10% | +$29.3K | 0.07% | 234 |
|
|
2016
Q3 | $296K | Buy |
3,988
+326
| +9% | +$24.2K | 0.07% | 245 |
|
|
2016
Q2 | $285K | Buy |
3,662
+34
| +0.9% | +$2.65K | 0.07% | 243 |
|
|
2016
Q1 | $273K | Hold |
3,628
| – | – | 0.07% | 250 |
|
|
2015
Q4 | $245K | Hold |
3,628
| – | – | 0.06% | 263 |
|
|
2015
Q3 | $255K | Buy |
3,628
+300
| +9% | +$21.1K | 0.07% | 258 |
|
|
2015
Q2 | $223K | Hold |
3,328
| – | – | 0.06% | 290 |
|
|
2015
Q1 | $236K | Buy |
3,328
+548
| +20% | +$38.9K | 0.06% | 278 |
|
|
2014
Q4 | $214K | Buy |
+2,780
| New | +$214K | 0.06% | 291 |
|
|
2014
Q2 | – | Sell |
-4,880
| Closed | -$346K | – | 305 |
|
|
2014
Q1 | $346K | Hold |
4,880
| – | – | 0.11% | 193 |
|
|
2013
Q4 | $316K | Sell |
4,880
-3,328
| -41% | -$216K | 0.11% | 195 |
|
|
2013
Q3 | $513 | Buy |
8,208
+222
| +3% | +$14 | 0.16% | 127 |
|
|
2013
Q2 | $454K | Buy |
+7,986
| New | +$454K | 0.16% | 139 |
|