First Bankers Trust’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 | $441K | Hold |
7,806
| – | – | 0.16% | 102 |
|
|
2025
Q1 | $438K | Buy |
7,806
+2,987
| +62% | +$167K | 0.17% | 105 |
|
|
2024
Q4 | $260K | Sell |
4,819
-5,592
| -54% | -$301K | 0.1% | 123 |
|
|
2024
Q3 | $602K | Buy |
10,411
+2,700
| +35% | +$156K | 0.23% | 90 |
|
|
2024
Q2 | $378K | Sell |
7,711
-74
| -1% | -$3.63K | 0.16% | 101 |
|
|
2024
Q1 | $383K | Buy |
7,785
+974
| +14% | +$47.9K | 0.16% | 100 |
|
|
2023
Q4 | $320K | Sell |
6,811
-2,162
| -24% | -$102K | 0.15% | 99 |
|
|
2023
Q3 | $401K | Hold |
8,973
| – | – | 0.2% | 88 |
|
|
2023
Q2 | $465K | Hold |
8,973
| – | – | 0.23% | 85 |
|
|
2023
Q1 | $502K | Buy |
8,973
+66
| +0.7% | +$3.69K | 0.25% | 84 |
|
|
2022
Q4 | $546K | Sell |
8,907
-275
| -3% | -$16.9K | 0.28% | 80 |
|
|
2022
Q3 | $635K | Hold |
9,182
| – | – | 0.36% | 74 |
|
|
2022
Q2 | $733K | Hold |
9,182
| – | – | 0.38% | 74 |
|
|
2022
Q1 | $780K | Sell |
9,182
-300
| -3% | -$25.5K | 0.36% | 74 |
|
|
2021
Q4 | $745K | Buy |
9,482
+135
| +1% | +$10.6K | 0.33% | 80 |
|
|
2021
Q3 | $683K | Sell |
9,347
-1,203
| -11% | -$87.9K | 0.34% | 76 |
|
|
2021
Q2 | $776K | Hold |
10,550
| – | – | 0.38% | 74 |
|
|
2021
Q1 | $801K | Sell |
10,550
-1,867
| -15% | -$142K | 0.33% | 77 |
|
|
2020
Q4 | $934K | Sell |
12,417
-3,058
| -20% | -$230K | 0.36% | 74 |
|
|
2020
Q3 | $1.22M | Sell |
15,475
-30,344
| -66% | -$2.39M | 0.52% | 64 |
|
|
2020
Q2 | $3.72M | Buy |
45,819
+896
| +2% | +$72.7K | 1.66% | 21 |
|
|
2020
Q1 | $3.24M | Buy |
44,923
+4,330
| +11% | +$313K | 1.68% | 22 |
|
|
2019
Q4 | $3.36M | Buy |
40,593
+4,368
| +12% | +$362K | 1.42% | 28 |
|
|
2019
Q3 | $2.94M | Buy |
36,225
+3,776
| +12% | +$306K | 1.33% | 27 |
|
|
2019
Q2 | $2.51M | Buy |
32,449
+7,419
| +30% | +$574K | 1.16% | 30 |
|
|
2019
Q1 | $1.92M | Buy |
25,030
+1,446
| +6% | +$111K | 0.91% | 39 |
|
|
2018
Q4 | $1.69M | Buy |
23,584
+16,047
| +213% | +$1.15M | 0.44% | 68 |
|
|
2018
Q3 | $530K | Buy |
7,537
+2,453
| +48% | +$172K | 0.25% | 95 |
|
|
2018
Q2 | $347K | Buy |
5,084
+1,134
| +29% | +$77.4K | 0.18% | 102 |
|
|
2018
Q1 | $266K | Buy |
+3,950
| New | +$266K | 0.14% | 109 |
|
|
2016
Q2 | – | Sell |
-4,312
| Closed | -$324K | – | 127 |
|
|
2016
Q1 | $324K | Hold |
4,312
| – | – | 0.14% | 114 |
|
|
2015
Q4 | $292K | Hold |
4,312
| – | – | 0.13% | 117 |
|
|
2015
Q3 | $303K | Hold |
4,312
| – | – | 0.14% | 116 |
|
|
2015
Q2 | $288K | Hold |
4,312
| – | – | 0.12% | 122 |
|
|
2015
Q1 | $306K | Hold |
4,312
| – | – | 0.13% | 119 |
|
|
2014
Q4 | $332K | Hold |
4,312
| – | – | 0.14% | 116 |
|
|
2014
Q3 | $298K | Hold |
4,312
| – | – | 0.13% | 120 |
|
|
2014
Q2 | $308K | Buy |
4,312
+26
| +0.6% | +$1.86K | 0.14% | 123 |
|
|
2014
Q1 | $304K | Hold |
4,286
| – | – | 0.14% | 119 |
|
|
2013
Q4 | $277K | Buy |
4,286
+124
| +3% | +$8.01K | 0.13% | 120 |
|
|
2013
Q3 | $260K | Hold |
4,162
| – | – | 0.14% | 119 |
|
|
2013
Q2 | $236K | Buy |
+4,162
| New | +$236K | 0.13% | 122 |
|