Ladenburg Thalmann Financial Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $17M | Buy |
213,563
+15,196
| +8% | +$1.21M | 0.11% | 199 |
|
|
2019
Q3 | $16.1M | Buy |
198,367
+10,752
| +6% | +$871K | 0.11% | 193 |
|
|
2019
Q2 | $14.5M | Buy |
187,615
+33,044
| +21% | +$2.55M | 0.1% | 197 |
|
|
2019
Q1 | $11.8M | Buy |
154,571
+34,072
| +28% | +$2.61M | 0.09% | 217 |
|
|
2018
Q4 | $8.62M | Buy |
120,499
+20,847
| +21% | +$1.49M | 0.08% | 235 |
|
|
2018
Q3 | $7M | Sell |
99,652
-7,280
| -7% | -$511K | 0.06% | 287 |
|
|
2018
Q2 | $7.21M | Hold |
106,932
| – | – | 0.07% | 263 |
|
|
2018
Q1 | $7.21M | Buy |
106,932
+4,102
| +4% | +$277K | 0.07% | 263 |
|
|
2017
Q4 | $8.34M | Sell |
102,830
-7,288
| -7% | -$591K | 0.08% | 239 |
|
|
2017
Q3 | $8.46M | Buy |
110,118
+12,691
| +13% | +$975K | 0.09% | 207 |
|
|
2017
Q2 | $7.47M | Buy |
97,427
+458
| +0.5% | +$35.1K | 0.09% | 212 |
|
|
2017
Q1 | $7.52M | Sell |
96,969
-4,609
| -5% | -$358K | 0.1% | 196 |
|
|
2016
Q4 | $7.76M | Sell |
101,578
-3,219
| -3% | -$246K | 0.11% | 182 |
|
|
2016
Q3 | $7.78M | Sell |
104,797
-249
| -0.2% | -$18.5K | 0.12% | 175 |
|
|
2016
Q2 | $8.19M | Buy |
105,046
+16,740
| +19% | +$1.3M | 0.13% | 161 |
|
|
2016
Q1 | $6.64M | Buy |
88,306
+7,925
| +10% | +$595K | 0.12% | 183 |
|
|
2015
Q4 | $5.44M | Sell |
80,381
-95
| -0.1% | -$6.43K | 0.1% | 195 |
|
|
2015
Q3 | $5.66M | Sell |
80,476
-750
| -0.9% | -$52.7K | 0.12% | 174 |
|
|
2015
Q2 | $5.44M | Buy |
81,226
+3,212
| +4% | +$215K | 0.1% | 195 |
|
|
2015
Q1 | $5.53M | Buy |
78,014
+5,552
| +8% | +$394K | 0.11% | 191 |
|
|
2014
Q4 | $5.57M | Buy |
72,462
+40,775
| +129% | +$3.14M | 0.12% | 174 |
|
|
2014
Q3 | $2.19M | Buy |
31,687
+86
| +0.3% | +$5.94K | 0.06% | 263 |
|
|
2014
Q2 | $2.26M | Buy |
31,601
+1,338
| +4% | +$95.7K | 0.06% | 266 |
|
|
2014
Q1 | $2.15M | Sell |
30,263
-7,983
| -21% | -$567K | 0.06% | 251 |
|
|
2013
Q4 | $2.47M | Buy |
38,246
+756
| +2% | +$48.9K | 0.08% | 211 |
|
|
2013
Q3 | $2.35M | Buy |
37,490
+3,043
| +9% | +$191K | 0.08% | 199 |
|
|
2013
Q2 | $1.96M | Buy |
+34,447
| New | +$1.96M | 0.07% | 217 |
|