Fiduciary Group’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
Q2 | $429K | Sell |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $504K | Sell |
|
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|
2024
Q2 | $450K | Sell |
|
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|
2024
Q1 | $452K | Buy |
|
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|
2023
Q4 | $400K | Sell |
|
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|
2023
Q3 | $663K | Sell |
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|
2023
Q2 | $993K | Sell |
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|
2023
Q1 | $1.12M | Buy |
|
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|
2022
Q4 | $1.15M | Buy |
|
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.07M | Buy |
|
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|
2022
Q1 | $485K | Sell |
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|
2021
Q4 | $459K | Buy |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $403K | Sell |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $4.66M | Sell |
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|
2020
Q3 | $5.21M | Buy |
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|
2020
Q2 | $5.21M | Buy |
|
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|
2020
Q1 | $4.48M | Buy |
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|
2019
Q4 | $4.68M | Buy |
|
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|
2019
Q3 | $3.88M | Buy |
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|
2019
Q2 | $3.54M | Buy |
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|
2019
Q1 | $3.31M | Buy |
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|
2018
Q4 | $2.84M | Buy |
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|
2018
Q3 | $2.54M | Buy |
|
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|
2018
Q2 | $2.44M | Buy |
|
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|
2018
Q1 | $2.19M | Buy |
|
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|
2017
Q4 | $2.52M | Buy |
|
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|
2017
Q3 | $2.28M | Buy |
|
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|
2017
Q2 | $1.69M | Buy |
|
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|
2017
Q1 | $1.39M | Buy |
|
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|
2016
Q4 | $945K | Buy |
|
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|
2016
Q3 | $602K | Buy |
|
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|
2016
Q2 | $494K | Buy |
|
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|
2016
Q1 | $242K | Buy |
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|
2015
Q4 | $217K | Sell |
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|
2015
Q3 | $345K | Buy |
|