Essex Savings Bank’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 | $282K | Sell |
4,986
-496
| -9% | -$28K | 0.07% | 226 |
|
|
2025
Q1 | $307K | Buy |
5,482
+766
| +16% | +$42.9K | 0.08% | 210 |
|
|
2024
Q4 | $254K | Buy |
4,716
+11
| +0.2% | +$592 | 0.06% | 236 |
|
|
2024
Q3 | $272K | Buy |
4,705
+500
| +12% | +$28.9K | 0.07% | 230 |
|
|
2024
Q2 | $206K | Buy |
+4,205
| New | +$206K | 0.06% | 255 |
|
|
2022
Q4 | – | Sell |
-3,350
| Closed | -$232K | – | 223 |
|
|
2022
Q3 | $232K | Buy |
3,350
+475
| +17% | +$32.9K | 0.09% | 184 |
|
|
2022
Q2 | $229K | Buy |
2,875
+100
| +4% | +$7.97K | 0.09% | 187 |
|
|
2022
Q1 | $236K | Buy |
2,775
+200
| +8% | +$17K | 0.08% | 199 |
|
|
2021
Q4 | $202K | Sell |
2,575
-1,746
| -40% | -$137K | 0.07% | 221 |
|
|
2021
Q3 | $336K | Sell |
4,321
-174
| -4% | -$13.5K | 0.12% | 157 |
|
|
2021
Q2 | $342K | Buy |
4,495
+65
| +1% | +$4.95K | 0.13% | 155 |
|
|
2021
Q1 | $303K | Buy |
4,430
+11
| +0.2% | +$752 | 0.13% | 150 |
|
|
2020
Q4 | $333K | Hold |
4,419
| – | – | 0.15% | 144 |
|
|
2020
Q3 | $349K | Buy |
4,419
+184
| +4% | +$14.5K | 0.17% | 130 |
|
|
2020
Q2 | $344K | Buy |
+4,235
| New | +$344K | 0.2% | 115 |
|
|
2020
Q1 | – | Sell |
-2,650
| Closed | -$220K | – | 150 |
|
|
2019
Q4 | $220K | Hold |
2,650
| – | – | 0.11% | 165 |
|
|
2019
Q3 | $215K | Buy |
2,650
+502
| +23% | +$40.7K | 0.11% | 166 |
|
|
2019
Q2 | $166K | Hold |
2,148
| – | – | 0.06% | 252 |
|
|
2019
Q1 | $165K | Sell |
2,148
-250
| -10% | -$19.2K | 0.09% | 160 |
|
|
2018
Q4 | $171K | Buy |
+2,398
| New | +$171K | 0.11% | 150 |
|