Hazlett, Burt & Watson’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86K | Hold |
1,525
| – | – | 0.04% | 298 |
|
|
2025
Q1 | $86K | Hold |
1,525
| – | – | 0.04% | 290 |
|
|
2024
Q4 | $83K | Hold |
1,525
| – | – | 0.04% | 298 |
|
|
2024
Q3 | $88K | Hold |
1,525
| – | – | 0.04% | 290 |
|
|
2024
Q2 | $75K | Hold |
1,525
| – | – | 0.04% | 288 |
|
|
2024
Q1 | $75K | Sell |
1,525
-500
| -25% | -$24.6K | 0.05% | 274 |
|
|
2023
Q4 | $97K | Sell |
2,025
-1,595
| -44% | -$76.4K | 0.07% | 224 |
|
|
2023
Q3 | $162K | Hold |
3,620
| – | – | 0.12% | 165 |
|
|
2023
Q2 | $188K | Sell |
3,620
-100
| -3% | -$5.19K | 0.14% | 147 |
|
|
2023
Q1 | $208K | Hold |
3,720
| – | – | 0.17% | 120 |
|
|
2022
Q4 | $229K | Hold |
3,720
| – | – | 0.2% | 109 |
|
|
2022
Q3 | $259K | Sell |
3,720
-135
| -4% | -$9.4K | 0.25% | 86 |
|
|
2022
Q2 | $309K | Hold |
3,855
| – | – | 0.28% | 73 |
|
|
2022
Q1 | $326K | Buy |
+3,855
| New | +$326K | 0.26% | 80 |
|