Institutional & Family Asset Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $93.1K | Sell |
1,900
-100
| -5% | -$4.9K | 0.01% | 193 |
|
|
2024
Q1 | $98.4K | Buy |
2,000
+100
| +5% | +$4.92K | 0.02% | 186 |
|
|
2023
Q4 | $89.3K | Hold |
1,900
| – | – | 0.01% | 198 |
|
|
2023
Q3 | $84.9K | Hold |
1,900
| – | – | 0.01% | 186 |
|
|
2023
Q2 | $98.4K | Hold |
1,900
| – | – | 0.02% | 184 |
|
|
2023
Q1 | $106K | Hold |
1,900
| – | – | 0.02% | 172 |
|
|
2022
Q4 | $116K | Hold |
1,900
| – | – | 0.02% | 159 |
|
|
2022
Q3 | $131K | Buy |
+1,900
| New | +$131K | 0.02% | 153 |
|
|
2020
Q3 | – | Sell |
-109
| Closed | -$9K | – | 839 |
|
|
2020
Q2 | $9K | Sell |
109
-10
| -8% | -$826 | ﹤0.01% | 492 |
|
|
2020
Q1 | $9K | Buy |
119
+70
| +143% | +$5.29K | ﹤0.01% | 461 |
|
|
2019
Q4 | $4K | Hold |
49
| – | – | ﹤0.01% | 611 |
|
|
2019
Q3 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 587 |
|
|
2018
Q4 | – | Sell |
-7,118
| Closed | -$500K | – | 831 |
|
|
2018
Q3 | $500K | Hold |
7,118
| – | – | 0.1% | 113 |
|
|
2018
Q2 | $485K | Buy |
+7,118
| New | +$485K | 0.1% | 115 |
|
|
2018
Q1 | – | Sell |
-7,118
| Closed | -$577K | – | 841 |
|
|
2017
Q4 | $577K | Hold |
7,118
| – | – | 0.11% | 105 |
|
|
2017
Q3 | $548K | Sell |
7,118
-100
| -1% | -$7.7K | 0.11% | 119 |
|
|
2017
Q2 | $553K | Buy |
7,218
+100
| +1% | +$7.66K | 0.14% | 85 |
|
|
2017
Q1 | $552K | Hold |
7,118
| – | – | 0.17% | 87 |
|
|
2016
Q4 | $545K | Hold |
7,118
| – | – | 0.17% | 93 |
|
|
2016
Q3 | $529K | Hold |
7,118
| – | – | 0.18% | 90 |
|
|
2016
Q2 | $555K | Hold |
7,118
| – | – | 0.19% | 87 |
|
|
2016
Q1 | $481K | Hold |
7,118
| – | – | 0.18% | 90 |
|
|
2015
Q4 | $481K | Buy |
+7,118
| New | +$481K | 0.18% | 90 |
|