Institutional & Family Asset Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $93.1K | Sell |
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|
2024
Q1 | $98.4K | Buy |
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|
2023
Q4 | $89.3K | Hold |
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|
2023
Q3 | $84.9K | Hold |
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|
2023
Q2 | $98.4K | Hold |
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|
2023
Q1 | $106K | Hold |
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|
2022
Q4 | $116K | Hold |
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|
2022
Q3 | $131K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $9K | Sell |
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|
2020
Q1 | $9K | Buy |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $500K | Hold |
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|
2018
Q2 | $485K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $577K | Hold |
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|
2017
Q3 | $548K | Sell |
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|
2017
Q2 | $553K | Buy |
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|
2017
Q1 | $552K | Hold |
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|
2016
Q4 | $545K | Hold |
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|
2016
Q3 | $529K | Hold |
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|
2016
Q2 | $555K | Hold |
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|
2016
Q1 | $481K | Hold |
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|
2015
Q4 | $481K | Buy |
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