Jacobi Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
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|
2025
Q1 | $870K | Buy |
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|
2024
Q4 | $809K | Sell |
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|
2024
Q3 | $897K | Buy |
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|
2024
Q2 | $698K | Sell |
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|
2024
Q1 | $715K | Buy |
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|
2023
Q4 | $658K | Sell |
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|
2023
Q3 | $683K | Sell |
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|
2023
Q2 | $836K | Buy |
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|
2023
Q1 | $864K | Buy |
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|
2022
Q4 | $891K | Buy |
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|
2022
Q3 | $884K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $893K | Buy |
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|
2021
Q2 | $866K | Buy |
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|
2021
Q1 | $770K | Buy |
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|
2020
Q4 | $739K | Sell |
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|
2020
Q3 | $829K | Buy |
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|
2020
Q2 | $822K | Buy |
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|
2020
Q1 | $727K | Sell |
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|
2019
Q4 | $840K | Buy |
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|
2019
Q3 | $808K | Buy |
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|
2019
Q2 | $759K | Buy |
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|
2019
Q1 | $199K | Buy |
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|
2018
Q4 | $157K | Sell |
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|
2018
Q3 | $170K | Sell |
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|
2018
Q2 | $244K | Buy |
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|
2018
Q1 | $187K | Buy |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $8K | Buy |
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