HDIM
Hanson & Doremus Investment Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-327
| Closed | -$18K | – | 472 |
|
|
2024
Q4 | $18K | Sell |
327
-369
| -53% | -$20.3K | ﹤0.01% | 379 |
|
|
2024
Q3 | $40K | Sell |
696
-56
| -7% | -$3.22K | 0.01% | 317 |
|
|
2024
Q2 | $37K | Sell |
752
-2,477
| -77% | -$122K | 0.01% | 321 |
|
|
2024
Q1 | $159K | Sell |
3,229
-1,159
| -26% | -$57.1K | 0.03% | 198 |
|
|
2023
Q4 | $206K | Sell |
4,388
-145
| -3% | -$6.81K | 0.04% | 174 |
|
|
2023
Q3 | $202K | Sell |
4,533
-3,462
| -43% | -$154K | 0.04% | 174 |
|
|
2023
Q2 | $414K | Sell |
7,995
-17,071
| -68% | -$884K | 0.09% | 120 |
|
|
2023
Q1 | $1.4M | Buy |
25,066
+13
| +0.1% | +$727 | 0.31% | 63 |
|
|
2022
Q4 | $1.54M | Buy |
25,053
+5,031
| +25% | +$308K | 0.33% | 62 |
|
|
2022
Q3 | $1.38M | Buy |
20,022
+2,165
| +12% | +$150K | 0.36% | 60 |
|
|
2022
Q2 | $1.43M | Buy |
17,857
+4,060
| +29% | +$324K | 0.35% | 58 |
|
|
2022
Q1 | $1.17M | Buy |
13,797
+722
| +6% | +$61.3K | 0.25% | 76 |
|
|
2021
Q4 | $1.03M | Sell |
13,075
-395
| -3% | -$31K | 0.22% | 82 |
|
|
2021
Q3 | $984K | Buy |
13,470
+3,915
| +41% | +$286K | 0.23% | 87 |
|
|
2021
Q2 | $754K | Sell |
9,555
-1,956
| -17% | -$154K | 0.23% | 85 |
|
|
2021
Q1 | $874K | Buy |
11,511
+1,229
| +12% | +$93.3K | 0.2% | 96 |
|
|
2020
Q4 | $773K | Buy |
10,282
+727
| +8% | +$54.7K | 0.19% | 101 |
|
|
2020
Q3 | $754K | Buy |
9,555
+2,633
| +38% | +$208K | 0.23% | 85 |
|
|
2020
Q2 | $562K | Buy |
6,922
+1,776
| +35% | +$144K | 0.18% | 101 |
|
|
2020
Q1 | $371K | Buy |
5,146
+898
| +21% | +$64.7K | 0.13% | 121 |
|
|
2019
Q4 | $352K | Buy |
4,248
+294
| +7% | +$24.4K | 0.1% | 138 |
|
|
2019
Q3 | $320K | Hold |
3,954
| – | – | 0.1% | 138 |
|
|
2019
Q2 | $306K | Hold |
3,954
| – | – | 0.1% | 136 |
|
|
2019
Q1 | $303K | Buy |
3,954
+916
| +30% | +$70.2K | 0.1% | 139 |
|
|
2018
Q4 | $217K | Sell |
3,038
-945
| -24% | -$67.5K | 0.08% | 156 |
|
|
2018
Q3 | $280K | Hold |
3,983
| – | – | 0.09% | 150 |
|
|
2018
Q2 | $272K | Sell |
3,983
-166
| -4% | -$11.3K | 0.09% | 148 |
|
|
2018
Q1 | $280K | Sell |
4,149
-40
| -1% | -$2.7K | 0.09% | 164 |
|
|
2017
Q4 | $340K | Hold |
4,189
| – | – | 0.11% | 136 |
|
|
2017
Q3 | $322K | Buy |
4,189
+100
| +2% | +$7.69K | 0.11% | 139 |
|
|
2017
Q2 | $313K | Hold |
4,089
| – | – | 0.12% | 134 |
|
|
2017
Q1 | $317K | Hold |
4,089
| – | – | 0.13% | 133 |
|
|
2016
Q4 | $313K | Hold |
4,089
| – | – | 0.14% | 131 |
|
|
2016
Q3 | $304K | Sell |
4,089
-103
| -2% | -$7.66K | 0.14% | 129 |
|
|
2016
Q2 | $327K | Hold |
4,192
| – | – | 0.15% | 128 |
|
|
2016
Q1 | $315K | Sell |
4,192
-250
| -6% | -$18.8K | 0.14% | 129 |
|
|
2015
Q4 | $300K | Buy |
4,442
+671
| +18% | +$45.3K | 0.14% | 134 |
|
|
2015
Q3 | $265K | Hold |
3,771
| – | – | 0.13% | 138 |
|
|
2015
Q2 | $252K | Hold |
3,771
| – | – | 0.11% | 153 |
|
|
2015
Q1 | $267K | Sell |
3,771
-117
| -3% | -$8.28K | 0.11% | 148 |
|
|
2014
Q4 | $299K | Hold |
3,888
| – | – | 0.13% | 144 |
|
|
2014
Q3 | $269K | Hold |
3,888
| – | – | 0.12% | 146 |
|
|
2014
Q2 | $278K | Hold |
3,888
| – | – | 0.13% | 150 |
|
|
2014
Q1 | $276K | Sell |
3,888
-70
| -2% | -$4.97K | 0.13% | 152 |
|
|
2013
Q4 | $256K | Hold |
3,958
| – | – | 0.12% | 149 |
|
|
2013
Q3 | $247K | Buy |
3,958
+916
| +30% | +$57.2K | 0.13% | 146 |
|
|
2013
Q2 | $173K | Buy |
+3,042
| New | +$173K | 0.09% | 157 |
|