Kimelman & Baird’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$41.3K	Hold	730	–	–	﹤0.01%	202
2025 Q1	$40.9K	Hold	730	–	–	﹤0.01%	203
2024 Q4	$39.3K	Hold	730	–	–	﹤0.01%	207
2024 Q3	$42.2K	Hold	730	–	–	﹤0.01%	207
2024 Q2	$35.8K	Buy	+730	New	+$35.8K	﹤0.01%	216
2021 Q2	$375K	Buy	+5,100	New	+$375K	0.03%	92
2019 Q3	$413K	Hold	5,100	–	–	0.06%	76
2019 Q2	$394K	Hold	5,100	–	–	0.05%	78
2019 Q1	$391K	Hold	5,100	–	–	0.06%	78
2018 Q4	$364K	Hold	5,100	–	–	0.06%	78
2018 Q3	$358K	Hold	5,100	–	–	0.05%	79
2018 Q2	$348K	Buy	+5,100	New	+$348K	0.05%	84
2017 Q4	$422K	Buy	5,201 +1	+0%	+$81	0.06%	86
2017 Q3	$400K	Hold	5,200	–	–	0.06%	90
2017 Q2	$398K	Hold	5,200	–	–	0.06%	91
2017 Q1	$403K	Hold	5,200	–	–	0.06%	86
2016 Q4	$398K	Hold	5,200	–	–	0.07%	83
2016 Q3	$386K	Hold	5,200	–	–	0.07%	77
2016 Q2	$405K	Sell	5,200 -100	-2%	-$7.79K	0.07%	75
2016 Q1	$398K	Hold	5,300	–	–	0.07%	83
2015 Q4	$358K	Buy	+5,300	New	+$358K	0.07%	86
2015 Q2	$348K	Hold	5,200	–	–	0.06%	93
2015 Q1	$369K	Hold	5,200	–	–	0.07%	90
2014 Q4	$400K	Hold	5,200	–	–	0.07%	89
2014 Q3	$359K	Hold	5,200	–	–	0.07%	90
2014 Q2	$372K	Sell	5,200 -100	-2%	-$7.15K	0.07%	90
2014 Q1	$376K	Hold	5,300	–	–	0.07%	86
2013 Q4	$343K	Hold	5,300	–	–	0.07%	88
2013 Q3	$331K	Hold	5,300	–	–	0.07%	89
2013 Q2	$301K	Buy	+5,300	New	+$301K	0.06%	88