First United Bank & 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 | $248K | Sell |
4,388
-604
| -12% | -$34.1K | 0.09% | 136 |
|
|
2025
Q1 | $280K | Sell |
4,992
-1,206
| -19% | -$67.6K | 0.1% | 128 |
|
|
2024
Q4 | $334K | Sell |
6,198
-979
| -14% | -$52.7K | 0.12% | 116 |
|
|
2024
Q3 | $415K | Sell |
7,177
-1,025
| -12% | -$59.2K | 0.15% | 111 |
|
|
2024
Q2 | $402K | Sell |
8,202
-363
| -4% | -$17.8K | 0.15% | 109 |
|
|
2024
Q1 | $421K | Sell |
8,565
-1,589
| -16% | -$78.2K | 0.16% | 110 |
|
|
2023
Q4 | $477K | Sell |
10,154
-4,461
| -31% | -$210K | 0.19% | 104 |
|
|
2023
Q3 | $653K | Sell |
14,615
-1,663
| -10% | -$74.3K | 0.3% | 80 |
|
|
2023
Q2 | $843K | Sell |
16,278
-1,919
| -11% | -$99.4K | 0.37% | 73 |
|
|
2023
Q1 | $1.02M | Sell |
18,197
-779
| -4% | -$43.5K | 0.48% | 61 |
|
|
2022
Q4 | $1.16M | Sell |
18,976
-1,265
| -6% | -$77.6K | 0.57% | 51 |
|
|
2022
Q3 | $1.4M | Buy |
20,241
+25
| +0.1% | +$1.73K | 0.7% | 44 |
|
|
2022
Q2 | $1.61M | Buy |
20,216
+730
| +4% | +$58.3K | 0.74% | 41 |
|
|
2022
Q1 | $1.66M | Sell |
19,486
-10
| -0.1% | -$850 | 0.65% | 51 |
|
|
2021
Q4 | $1.53M | Buy |
19,496
+5
| +0% | +$393 | 0.57% | 54 |
|
|
2021
Q3 | $1.42M | Sell |
19,491
-482
| -2% | -$35.2K | 0.58% | 54 |
|
|
2021
Q2 | $1.47M | Sell |
19,973
-655
| -3% | -$48.2K | 0.61% | 50 |
|
|
2021
Q1 | $1.57M | Sell |
20,628
-190
| -0.9% | -$14.4K | 0.67% | 49 |
|
|
2020
Q4 | $1.57M | Sell |
20,818
-1,184
| -5% | -$89.1K | 0.76% | 46 |
|
|
2020
Q3 | $1.74M | Buy |
22,002
+195
| +0.9% | +$15.4K | 0.97% | 36 |
|
|
2020
Q2 | $1.77M | Buy |
21,807
+105
| +0.5% | +$8.52K | 1.05% | 31 |
|
|
2020
Q1 | $1.57M | Buy |
21,702
+395
| +2% | +$28.5K | 1.12% | 27 |
|
|
2019
Q4 | $1.76M | Buy |
21,307
+1,289
| +6% | +$107K | 1.02% | 31 |
|
|
2019
Q3 | $1.62M | Sell |
20,018
-2,577
| -11% | -$209K | 1.02% | 34 |
|
|
2019
Q2 | $1.75M | Sell |
22,595
-387
| -2% | -$29.9K | 1.03% | 34 |
|
|
2019
Q1 | $1.76M | Buy |
22,982
+80
| +0.3% | +$6.13K | 1.09% | 30 |
|
|
2018
Q4 | $1.64M | Buy |
22,902
+262
| +1% | +$18.7K | 1.15% | 29 |
|
|
2018
Q3 | $1.59M | Buy |
22,640
+260
| +1% | +$18.3K | 1% | 38 |
|
|
2018
Q2 | $1.53M | Sell |
22,380
-612
| -3% | -$41.7K | 1.01% | 39 |
|
|
2018
Q1 | $1.55M | Buy |
22,992
+90
| +0.4% | +$6.07K | 1.02% | 39 |
|
|
2017
Q4 | $1.86M | Buy |
22,902
+456
| +2% | +$37K | 1.21% | 28 |
|
|
2017
Q3 | $1.73M | Sell |
22,446
-34
| -0.2% | -$2.62K | 1.16% | 31 |
|
|
2017
Q2 | $1.72M | Sell |
22,480
-752
| -3% | -$57.6K | 1.17% | 31 |
|
|
2017
Q1 | $1.8M | Buy |
23,232
+227
| +1% | +$17.6K | 1.26% | 28 |
|
|
2016
Q4 | $1.76M | Sell |
23,005
-711
| -3% | -$54.5K | 1.33% | 25 |
|
|
2016
Q3 | $1.76M | Sell |
23,716
-820
| -3% | -$60.9K | 1.46% | 24 |
|
|
2016
Q2 | $1.91M | Buy |
24,536
+2,197
| +10% | +$171K | 1.66% | 22 |
|
|
2016
Q1 | $1.68M | Buy |
22,339
+693
| +3% | +$52.1K | 1.54% | 23 |
|
|
2015
Q4 | $1.46M | Sell |
21,646
-127
| -0.6% | -$8.59K | 1.32% | 26 |
|
|
2015
Q3 | $1.53M | Sell |
21,773
-465
| -2% | -$32.7K | 1.49% | 20 |
|
|
2015
Q2 | $1.49M | Sell |
22,238
-334
| -1% | -$22.3K | 1.36% | 27 |
|
|
2015
Q1 | $1.6M | Sell |
22,572
-261
| -1% | -$18.5K | 1.45% | 24 |
|
|
2014
Q4 | $1.76M | Sell |
22,833
-549
| -2% | -$42.2K | 1.69% | 19 |
|
|
2014
Q3 | $1.62M | Sell |
23,382
-775
| -3% | -$53.5K | 1.65% | 22 |
|
|
2014
Q2 | $1.73M | Sell |
24,157
-688
| -3% | -$49.2K | 1.8% | 18 |
|
|
2014
Q1 | $1.76M | Sell |
24,845
-1,530
| -6% | -$109K | 1.9% | 15 |
|
|
2013
Q4 | $1.71M | Sell |
26,375
-175
| -0.7% | -$11.3K | 1.89% | 15 |
|
|
2013
Q3 | $1.66M | Buy |
26,550
+1,048
| +4% | +$65.5K | 2.01% | 14 |
|
|
2013
Q2 | $1.45M | Buy |
+25,502
| New | +$1.45M | 1.95% | 14 |
|