Fiduciary Group’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 | $429K | Sell |
7,592
-121
| -2% | -$6.84K | 0.04% | 210 |
|
|
2025
Q1 | $432K | Sell |
7,713
-572
| -7% | -$32.1K | 0.04% | 203 |
|
|
2024
Q4 | $446K | Sell |
8,285
-441
| -5% | -$23.8K | 0.04% | 200 |
|
|
2024
Q3 | $504K | Sell |
8,726
-453
| -5% | -$26.2K | 0.05% | 192 |
|
|
2024
Q2 | $450K | Sell |
9,179
-10
| -0.1% | -$490 | 0.05% | 194 |
|
|
2024
Q1 | $452K | Buy |
9,189
+681
| +8% | +$33.5K | 0.05% | 196 |
|
|
2023
Q4 | $400K | Sell |
8,508
-6,331
| -43% | -$298K | 0.05% | 193 |
|
|
2023
Q3 | $663K | Sell |
14,839
-4,340
| -23% | -$194K | 0.08% | 138 |
|
|
2023
Q2 | $993K | Sell |
19,179
-862
| -4% | -$44.6K | 0.12% | 122 |
|
|
2023
Q1 | $1.12M | Buy |
20,041
+1,233
| +7% | +$68.9K | 0.15% | 110 |
|
|
2022
Q4 | $1.15M | Buy |
18,808
+148
| +0.8% | +$9.08K | 0.15% | 107 |
|
|
2022
Q3 | $1.16M | Buy |
18,660
+5,592
| +43% | +$349K | 0.15% | 105 |
|
|
2022
Q2 | $1.07M | Buy |
13,068
+7,223
| +124% | +$590K | 0.13% | 111 |
|
|
2022
Q1 | $485K | Sell |
5,845
-4
| -0.1% | -$332 | 0.06% | 156 |
|
|
2021
Q4 | $459K | Buy |
5,849
+172
| +3% | +$13.5K | 0.05% | 164 |
|
|
2021
Q3 | $435K | Buy |
5,677
+341
| +6% | +$26.1K | 0.05% | 165 |
|
|
2021
Q2 | $403K | Sell |
5,336
-132
| -2% | -$9.97K | 0.05% | 169 |
|
|
2021
Q1 | $437K | Sell |
5,468
-58,294
| -91% | -$4.66M | 0.05% | 161 |
|
|
2020
Q4 | $4.66M | Sell |
63,762
-2,230
| -3% | -$163K | 0.61% | 45 |
|
|
2020
Q3 | $5.21M | Buy |
65,992
+1,810
| +3% | +$143K | 0.79% | 39 |
|
|
2020
Q2 | $5.21M | Buy |
64,182
+2,102
| +3% | +$171K | 0.87% | 36 |
|
|
2020
Q1 | $4.48M | Buy |
62,080
+5,623
| +10% | +$406K | 0.88% | 36 |
|
|
2019
Q4 | $4.68M | Buy |
56,457
+8,525
| +18% | +$706K | 0.75% | 43 |
|
|
2019
Q3 | $3.88M | Buy |
47,932
+2,080
| +5% | +$169K | 0.68% | 44 |
|
|
2019
Q2 | $3.55M | Buy |
45,852
+2,706
| +6% | +$209K | 0.64% | 45 |
|
|
2019
Q1 | $3.31M | Buy |
43,146
+3,409
| +9% | +$261K | 0.62% | 47 |
|
|
2018
Q4 | $2.84M | Buy |
39,737
+3,663
| +10% | +$262K | 0.59% | 49 |
|
|
2018
Q3 | $2.54M | Buy |
36,074
+237
| +0.7% | +$16.7K | 0.5% | 54 |
|
|
2018
Q2 | $2.44M | Buy |
35,837
+3,430
| +11% | +$234K | 0.52% | 53 |
|
|
2018
Q1 | $2.19M | Buy |
32,407
+1,278
| +4% | +$86.2K | 0.47% | 58 |
|
|
2017
Q4 | $2.52M | Buy |
31,129
+1,506
| +5% | +$122K | 0.54% | 56 |
|
|
2017
Q3 | $2.28M | Buy |
29,623
+7,614
| +35% | +$586K | 0.51% | 57 |
|
|
2017
Q2 | $1.69M | Buy |
22,009
+4,112
| +23% | +$315K | 0.39% | 71 |
|
|
2017
Q1 | $1.39M | Buy |
17,897
+5,564
| +45% | +$432K | 0.33% | 77 |
|
|
2016
Q4 | $945K | Buy |
12,333
+4,221
| +52% | +$323K | 0.24% | 87 |
|
|
2016
Q3 | $602K | Buy |
8,112
+1,769
| +28% | +$131K | 0.16% | 113 |
|
|
2016
Q2 | $494K | Buy |
6,343
+3,115
| +96% | +$243K | 0.14% | 124 |
|
|
2016
Q1 | $242K | Buy |
3,228
+21
| +0.7% | +$1.57K | 0.07% | 156 |
|
|
2015
Q4 | $217K | Sell |
3,207
-1,697
| -35% | -$115K | 0.06% | 164 |
|
|
2015
Q3 | $345K | Buy |
+4,904
| New | +$345K | 0.11% | 150 |
|