GFA
Gallagher Fiduciary Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Buy |
15,520
+1
| +0% | +$57 | 0.03% | 88 |
|
|
2025
Q1 | $870K | Buy |
15,519
+8,894
| +134% | +$499K | 0.03% | 100 |
|
|
2024
Q4 | $357K | Sell |
6,625
-8,856
| -57% | -$477K | 0.07% | 194 |
|
|
2024
Q3 | $895K | Buy |
15,481
+7,473
| +93% | +$432K | 0.18% | 60 |
|
|
2024
Q2 | $392K | Sell |
8,008
-21,628
| -73% | -$1.06M | 0.09% | 124 |
|
|
2024
Q1 | $1.46M | Sell |
29,636
-137
| -0.5% | -$6.74K | 0.05% | 42 |
|
|
2023
Q4 | $1.4M | Buy |
29,773
+10,957
| +58% | +$515K | 0.05% | 43 |
|
|
2023
Q3 | $841K | Sell |
18,816
-8,634
| -31% | -$386K | 0.07% | 56 |
|
|
2023
Q2 | $1.42M | Sell |
27,450
-448
| -2% | -$23.2K | 0.11% | 45 |
|
|
2023
Q1 | $1.56M | Buy |
+27,898
| New | +$1.56M | 0.13% | 44 |
|
|
2021
Q4 | – | Sell |
-2,759,365
| Closed | -$201M | – | 7 |
|
|
2021
Q3 | $201M | Sell |
2,759,365
-1,500,000
| -35% | -$110M | 21.55% | 3 |
|
|
2021
Q2 | $313M | Sell |
4,259,365
-600,000
| -12% | -$44.1M | 27.22% | 1 |
|
|
2021
Q1 | $369M | Hold |
4,859,365
| – | – | 27.87% | 1 |
|
|
2020
Q4 | $365M | Sell |
4,859,365
-45,000
| -0.9% | -$3.38M | 28.11% | 2 |
|
|
2020
Q3 | $387M | Hold |
4,904,365
| – | – | 37.7% | 1 |
|
|
2020
Q2 | $398M | Sell |
4,904,365
-1,226,091
| -20% | -$99.5M | 38.6% | 1 |
|
|
2020
Q1 | $443M | Hold |
6,130,456
| – | – | 42.16% | 1 |
|
|
2019
Q4 | $508M | Buy |
+6,130,456
| New | +$508M | 51.81% | 1 |
|