Iowa State Bank’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,067
| Closed | -$241K | – | 123 |
|
|
2021
Q4 | $241K | Sell |
3,067
-2,720
| -47% | -$214K | 0.06% | 117 |
|
|
2021
Q3 | $423K | Sell |
5,787
-23,723
| -80% | -$1.73M | 0.12% | 99 |
|
|
2021
Q2 | $2.17M | Sell |
29,510
-710
| -2% | -$52.2K | 0.61% | 60 |
|
|
2021
Q1 | $2.3M | Sell |
30,220
-25,971
| -46% | -$1.97M | 0.69% | 56 |
|
|
2020
Q4 | $4.23M | Buy |
56,191
+424
| +0.8% | +$31.9K | 1.4% | 23 |
|
|
2020
Q3 | $4.4M | Sell |
55,767
-834
| -1% | -$65.8K | 1.7% | 17 |
|
|
2020
Q2 | $4.6M | Sell |
56,601
-3,508
| -6% | -$285K | 2% | 15 |
|
|
2020
Q1 | $4.34M | Sell |
60,109
-1,786
| -3% | -$129K | 2.04% | 14 |
|
|
2019
Q4 | $5.13M | Buy |
61,895
+209
| +0.3% | +$17.3K | 1.82% | 18 |
|
|
2019
Q3 | $5M | Buy |
61,686
+2,449
| +4% | +$198K | 1.9% | 18 |
|
|
2019
Q2 | $4.58M | Buy |
59,237
+230
| +0.4% | +$17.8K | 2.04% | 17 |
|
|
2019
Q1 | $4.52M | Buy |
59,007
+55
| +0.1% | +$4.22K | 2.08% | 19 |
|
|
2018
Q4 | $4.21M | Sell |
58,952
-275
| -0.5% | -$19.7K | 2.13% | 17 |
|
|
2018
Q3 | $4.16M | Sell |
59,227
-870
| -1% | -$61.1K | 1.85% | 23 |
|
|
2018
Q2 | $4.1M | Sell |
60,097
-48
| -0.1% | -$3.27K | 1.96% | 23 |
|
|
2018
Q1 | $4.06M | Sell |
60,145
-2,380
| -4% | -$161K | 1.97% | 23 |
|
|
2017
Q4 | $5.07M | Sell |
62,525
-31
| -0% | -$2.51K | 2.28% | 17 |
|
|
2017
Q3 | $4.81M | Sell |
62,556
-653
| -1% | -$50.2K | 2.27% | 14 |
|
|
2017
Q2 | $4.84M | Sell |
63,209
-2,142
| -3% | -$164K | 2.32% | 13 |
|
|
2017
Q1 | $5.07M | Buy |
65,351
+892
| +1% | +$69.2K | 2.48% | 10 |
|
|
2016
Q4 | $4.94M | Buy |
64,459
+934
| +1% | +$71.5K | 2.53% | 10 |
|
|
2016
Q3 | $4.72M | Buy |
63,525
+2,226
| +4% | +$165K | 2.53% | 8 |
|
|
2016
Q2 | $4.78M | Buy |
61,299
+785
| +1% | +$61.2K | 2.59% | 10 |
|
|
2016
Q1 | $4.55M | Buy |
60,514
+875
| +1% | +$65.7K | 2.57% | 8 |
|
|
2015
Q4 | $4.03M | Buy |
59,639
+1,048
| +2% | +$70.9K | 2.39% | 14 |
|
|
2015
Q3 | $4.12M | Buy |
58,591
+110
| +0.2% | +$7.74K | 2.82% | 6 |
|
|
2015
Q2 | $3.91M | Buy |
58,481
+660
| +1% | +$44.1K | 2.46% | 13 |
|
|
2015
Q1 | $4.1M | Buy |
57,821
+1,035
| +2% | +$73.4K | 2.61% | 8 |
|
|
2014
Q4 | $4.37M | Buy |
56,786
+1,330
| +2% | +$102K | 2.76% | 5 |
|
|
2014
Q3 | $3.83M | Buy |
55,456
+917
| +2% | +$63.3K | 2.56% | 11 |
|
|
2014
Q2 | $3.9M | Buy |
54,539
+1,930
| +4% | +$138K | 2.63% | 7 |
|
|
2014
Q1 | $3.74M | Sell |
52,609
-384
| -0.7% | -$27.3K | 2.66% | 6 |
|
|
2013
Q4 | $3.43M | Sell |
52,993
-690
| -1% | -$44.6K | 2.52% | 8 |
|
|
2013
Q3 | $3.35M | Buy |
53,683
+715
| +1% | +$44.7K | 2.63% | 9 |
|
|
2013
Q2 | $3.01M | Buy |
+52,968
| New | +$3.01M | 2.48% | 10 |
|