Greenleaf Trust’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $841K | Sell |
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|
2025
Q2 | $850K | Sell |
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|
2025
Q1 | $887K | Sell |
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|
2024
Q4 | $889K | Buy |
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|
2024
Q3 | $933K | Sell |
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|
2024
Q2 | $805K | Sell |
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|
2024
Q1 | $812K | Buy |
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|
2023
Q4 | $613K | Sell |
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|
2023
Q3 | $734K | Buy |
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|
2023
Q2 | $723K | Sell |
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|
2023
Q1 | $803K | Buy |
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|
2022
Q4 | $766K | Buy |
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|
2022
Q3 | $776K | Buy |
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|
2022
Q2 | $849K | Buy |
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|
2022
Q1 | $765K | Buy |
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|
2021
Q4 | $502K | Sell |
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|
2021
Q3 | $581K | Sell |
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|
2021
Q2 | $627K | Buy |
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|
2021
Q1 | $584K | Sell |
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|
2020
Q4 | $665K | Sell |
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|
2020
Q3 | $741K | Buy |
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|
2020
Q2 | $737K | Sell |
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|
2020
Q1 | $824K | Buy |
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|
2019
Q4 | $652K | Buy |
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|
2019
Q3 | $624K | Buy |
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|
2019
Q2 | $566K | Buy |
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|
2019
Q1 | $514K | Buy |
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|
2018
Q4 | $464K | Buy |
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|
2018
Q3 | $390K | Buy |
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|
2018
Q2 | $341K | Buy |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $447K | Sell |
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|
2017
Q3 | $515K | Buy |
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|
2017
Q2 | $204K | Sell |
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|
2017
Q1 | $286K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $201K | Sell |
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|
2014
Q4 | $241K | Hold |
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|
2014
Q3 | $217K | Sell |
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|
2014
Q2 | $270K | Hold |
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|
2014
Q1 | $268K | Buy |
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|
2013
Q4 | $233K | Buy |
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|
2013
Q3 | $215K | Buy |
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