Independence Bank of Kentucky’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Hold |
2,176
| – | – | 0.02% | 326 |
|
|
2025
Q1 | $122K | Hold |
2,176
| – | – | 0.02% | 328 |
|
|
2024
Q4 | $117K | Sell |
2,176
-570
| -21% | -$30.7K | 0.02% | 328 |
|
|
2024
Q3 | $159K | Buy |
2,746
+466
| +20% | +$26.9K | 0.03% | 282 |
|
|
2024
Q2 | $112K | Sell |
2,280
-1,660
| -42% | -$81.3K | 0.03% | 292 |
|
|
2024
Q1 | $194K | Buy |
3,940
+1,025
| +35% | +$50.4K | 0.06% | 219 |
|
|
2023
Q4 | $137K | Sell |
2,915
-37
| -1% | -$1.74K | 0.05% | 233 |
|
|
2023
Q3 | $132K | Sell |
2,952
-9,500
| -76% | -$424K | 0.06% | 208 |
|
|
2023
Q2 | $645K | Sell |
12,452
-1,875
| -13% | -$97.1K | 0.26% | 91 |
|
|
2023
Q1 | $801K | Buy |
14,327
+1,350
| +10% | +$75.5K | 0.35% | 80 |
|
|
2022
Q4 | $796K | Buy |
12,977
+11,375
| +710% | +$698K | 0.36% | 81 |
|
|
2022
Q3 | $111K | Hold |
1,602
| – | – | 0.05% | 189 |
|
|
2022
Q2 | $128K | Hold |
1,602
| – | – | 0.06% | 187 |
|
|
2022
Q1 | $136K | Hold |
1,602
| – | – | 0.05% | 192 |
|
|
2021
Q4 | $126K | Hold |
1,602
| – | – | 0.05% | 190 |
|
|
2021
Q3 | $117K | Buy |
1,602
+35
| +2% | +$2.56K | 0.05% | 190 |
|
|
2021
Q2 | $115K | Sell |
1,567
-351
| -18% | -$25.8K | 0.05% | 189 |
|
|
2021
Q1 | $146K | Buy |
1,918
+291
| +18% | +$22.2K | 0.07% | 164 |
|
|
2020
Q4 | $122K | Buy |
1,627
+154
| +10% | +$11.5K | 0.06% | 175 |
|
|
2020
Q3 | $116K | Buy |
1,473
+856
| +139% | +$67.4K | 0.07% | 163 |
|
|
2020
Q2 | $50K | Hold |
617
| – | – | 0.03% | 198 |
|
|
2020
Q1 | $45K | Hold |
617
| – | – | 0.04% | 195 |
|
|
2019
Q4 | $51K | Hold |
617
| – | – | 0.03% | 208 |
|
|
2019
Q3 | $50K | Sell |
617
-400
| -39% | -$32.4K | 0.04% | 201 |
|
|
2019
Q2 | $79K | Sell |
1,017
-133
| -12% | -$10.3K | 0.06% | 155 |
|
|
2019
Q1 | $88K | Buy |
1,150
+300
| +35% | +$23K | 0.07% | 145 |
|
|
2018
Q4 | $61K | Hold |
850
| – | – | 0.06% | 152 |
|
|
2018
Q3 | $60K | Hold |
850
| – | – | 0.05% | 165 |
|
|
2018
Q2 | $58K | Sell |
850
-100
| -11% | -$6.82K | 0.05% | 155 |
|
|
2018
Q1 | $64K | Sell |
950
-43
| -4% | -$2.9K | 0.05% | 150 |
|
|
2017
Q4 | $80K | Buy |
+993
| New | +$80K | 0.07% | 142 |
|