Freedman Financial Associates’s Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 DRUA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-100
Closed -$3K 495
2021
Q2
$3K Hold
100
﹤0.01% 430
2021
Q1
$3K Hold
100
﹤0.01% 430
2020
Q4
$3K Buy
+100
New +$2.59K ﹤0.01% 429

Freedman Financial Associates's DRUA Position: Q3 2021 in Review

Freedman Financial Associates sold out of Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 (DRUA) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

Freedman Financial Associates first reported a position in DRUA in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 0 funds tracked by Wall St. Rank hold DRUA as of Q3 2021.

  • Freedman Financial Associates reported no remaining Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 position as of Q3 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 100 Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 shares in Q3 2021, an estimated $3K.
  • Freedman Financial Associates first reported a position in Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 in Q4 2020 and held it in 3 quarters.
  • Freedman Financial Associates's Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 position peaked at $3K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 as of Q3 2021.

Based on Freedman Financial Associates's 13F filing for Q3 2021, filed 8 Oct 2021.