Excalibur Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $879K | Buy |
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|
2025
Q2 | $812K | Sell |
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|
2025
Q1 | $822K | Sell |
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|
2024
Q4 | $801K | Buy |
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|
2024
Q3 | $859K | Sell |
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|
2024
Q2 | $732K | Buy |
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|
2024
Q1 | $712K | Buy |
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|
2023
Q4 | $610K | Buy |
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|
2023
Q3 | $549K | Buy |
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|
2023
Q2 | $537K | Buy |
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|
2023
Q1 | $554K | Buy |
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|
2022
Q4 | $596K | Sell |
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|
2022
Q3 | $734K | Sell |
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|
2022
Q2 | $924K | Sell |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.17M | Hold |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $917K | Sell |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $761K | Buy |
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|
2019
Q4 | $265K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $318K | Hold |
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|
2018
Q3 | $313K | Sell |
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|
2018
Q2 | $337K | Hold |
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|
2018
Q1 | $334K | Hold |
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|
2017
Q4 | $401K | Hold |
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|
2017
Q3 | $381K | Hold |
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|
2017
Q2 | $379K | Hold |
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|
2017
Q1 | $384K | Hold |
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|
2016
Q4 | $379K | Buy |
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|
2016
Q3 | $238K | Hold |
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|
2016
Q2 | $249K | Hold |
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|
2016
Q1 | $240K | Hold |
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|
2015
Q4 | $216K | Hold |
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|
2015
Q3 | $225K | Hold |
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|
2015
Q2 | $214K | Hold |
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|
2015
Q1 | $227K | Sell |
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|
2014
Q4 | $492K | Sell |
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|
2014
Q3 | $511K | Hold |
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|
2014
Q2 | $529K | Hold |
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|
2014
Q1 | $525K | Hold |
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|
2013
Q4 | $479K | Hold |
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|
2013
Q3 | $462K | Hold |
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|
2013
Q2 | $420K | Buy |
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