GIM
Groesbeck Investment Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $305K | Hold |
5,439
| – | – | 0.43% | 70 |
|
|
2024
Q4 | $293K | Buy |
+5,439
| New | +$293K | 0.38% | 76 |
|
|
2024
Q2 | – | Sell |
-6,489
| Closed | -$319K | – | 75 |
|
|
2024
Q1 | $319K | Buy |
+6,489
| New | +$319K | 0.34% | 83 |
|
|
2022
Q2 | – | Sell |
-7,589
| Closed | -$645K | – | 91 |
|
|
2022
Q1 | $645K | Buy |
+7,589
| New | +$645K | 0.72% | 48 |
|
|
2021
Q4 | – | Sell |
-7,589
| Closed | -$554K | – | 94 |
|
|
2021
Q3 | $554K | Buy |
+7,589
| New | +$554K | 0.64% | 58 |
|
|
2021
Q1 | – | Sell |
-3,994
| Closed | -$300K | – | 90 |
|
|
2020
Q4 | $300K | Hold |
3,994
| – | – | 0.49% | 70 |
|
|
2020
Q3 | $315K | Hold |
3,994
| – | – | 0.59% | 63 |
|
|
2020
Q2 | $324K | Hold |
3,994
| – | – | 0.64% | 61 |
|
|
2020
Q1 | $288K | Sell |
3,994
-20,000
| -83% | -$1.44M | 0.77% | 52 |
|
|
2019
Q4 | $1.99M | Sell |
23,994
-750
| -3% | -$62.1K | 1.47% | 18 |
|
|
2019
Q3 | $2.01M | Buy |
24,744
+2,900
| +13% | +$235K | 1.5% | 22 |
|
|
2019
Q2 | $1.69M | Buy |
+21,844
| New | +$1.69M | 1.37% | 24 |
|