First National Bank of South Miami’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$10.7K Sell
207
-551
-73% -$30K 0.01% 215
2023
Q1
$42.4K Buy
+758
New +$44.4K 0.03% 197
2022
Q3
Sell
-40
Closed -$3K 272
2022
Q2
$3K Hold
40
﹤0.01% 284
2022
Q1
$3K Hold
40
﹤0.01% 320
2021
Q4
$3K Hold
40
﹤0.01% 336
2021
Q3
$3K Hold
40
﹤0.01% 311
2021
Q2
$3K Buy
+40
New +$3.09K ﹤0.01% 305
2020
Q3
Sell
-125
Closed -$10K 276
2020
Q2
$10K Hold
125
0.01% 223
2020
Q1
$9K Sell
125
-63
-34% -$5.14K 0.01% 220
2019
Q4
$16K Buy
+188
New +$15.4K 0.02% 207

Other funds holding D

First National Bank of South Miami's D Position: Q2 2023 in Review

First National Bank of South Miami reduced its Dominion Energy (D) stake by 73% in Q2 2023, selling an estimated $30K and leaving 207 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #215.

First National Bank of South Miami first reported a position in D in Q4 2019 and has held it in 10 quarters since. The position peaked at $42.4K in Q1 2023. 1,283 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • First National Bank of South Miami held 207 shares of Dominion Energy worth $10.7K as of Q2 2023.
  • First National Bank of South Miami sold 551 Dominion Energy shares in Q2 2023, an estimated $30K.
  • Dominion Energy made up 0.01% of First National Bank of South Miami's portfolio in Q2 2023, its #215 holding.
  • First National Bank of South Miami first reported a position in Dominion Energy in Q4 2019 and has held it in 10 quarters since.
  • First National Bank of South Miami's Dominion Energy position peaked at $42.4K in Q1 2023.
  • 1,283 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.