KCM Investment Advisors’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
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $356K | Sell |
|
|||||
|
2023
Q3 | $446K | Sell |
|
|||||
|
2023
Q2 | $920K | Sell |
|
|||||
|
2023
Q1 | $1.22M | Sell |
|
|||||
|
2022
Q4 | $1.45M | Sell |
|
|||||
|
2022
Q3 | $1.68M | Sell |
|
|||||
|
2022
Q2 | $1.95M | Sell |
|
|||||
|
2022
Q1 | $2.17M | Sell |
|
|||||
|
2021
Q4 | $2.24M | Sell |
|
|||||
|
2021
Q3 | $3.31M | Sell |
|
|||||
|
2021
Q2 | $4.28M | Sell |
|
|||||
|
2021
Q1 | $4.74M | Buy |
|
|||||
|
2020
Q4 | $4.54M | Buy |
|
|||||
|
2020
Q3 | $1.57M | Buy |
|
|||||
|
2020
Q2 | $362K | Sell |
|
|||||
|
2020
Q1 | $334K | Buy |
|
|||||
|
2019
Q4 | $382K | Sell |
|
|||||
|
2019
Q3 | $396K | Hold |
|
|||||
|
2019
Q2 | $378K | Sell |
|
|||||
|
2019
Q1 | $399K | Buy |
|
|||||
|
2018
Q4 | $341K | Sell |
|
|||||
|
2018
Q3 | $485K | Sell |
|
|||||
|
2018
Q2 | $496K | Sell |
|
|||||
|
2018
Q1 | $671K | Buy |
|
|||||
|
2017
Q4 | $652K | Sell |
|
|||||
|
2017
Q3 | $646K | Sell |
|
|||||
|
2017
Q2 | $677K | Hold |
|
|||||
|
2017
Q1 | $685K | Buy |
|
|||||
|
2016
Q4 | $674K | Hold |
|
|||||
|
2016
Q3 | $654K | Buy |
|
|||||
|
2016
Q2 | $675K | Buy |
|
|||||
|
2016
Q1 | $579K | Sell |
|
|||||
|
2015
Q4 | $523K | Hold |
|
|||||
|
2015
Q3 | $545K | Hold |
|
|||||
|
2015
Q2 | $517K | Hold |
|
|||||
|
2015
Q1 | $548K | Sell |
|
|||||
|
2014
Q4 | $598K | Sell |
|
|||||
|
2014
Q3 | $549K | Buy |
|
|||||
|
2014
Q2 | $564K | Sell |
|
|||||
|
2014
Q1 | $589K | Sell |
|
|||||
|
2013
Q4 | $556K | Sell |
|
|||||
|
2013
Q3 | $567K | Sell |
|
|||||
|
2013
Q2 | $559K | Buy |
|