Laurie J. Hall Trustee’s Dominion Energy D Stock Holding History

Laurie J. Hall Trustee’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,925	Closed	-$212K	–	142
2024 Q4	$212K	Sell	3,925 -500	-11%	-$27K	0.07%	116
2024 Q3	$256K	Buy	4,425 +2,000	+82%	+$116K	0.08%	112
2024 Q2	$119K	Hold	2,425	–	–	0.04%	135
2024 Q1	$119K	Hold	2,425	–	–	0.04%	133
2023 Q4	$114K	Hold	2,425	–	–	0.04%	136
2023 Q3	$108K	Hold	2,425	–	–	0.05%	131
2023 Q2	$126K	Hold	2,425	–	–	0.05%	127
2023 Q1	$136K	Sell	2,425 -75	-3%	-$4.21K	0.06%	122
2022 Q4	$154K	Hold	2,500	–	–	0.07%	114
2022 Q3	$173K	Hold	2,500	–	–	0.09%	105
2022 Q2	$200K	Sell	2,500 -461	-16%	-$36.9K	0.09%	103
2022 Q1	$251K	Hold	2,961	–	–	0.1%	101
2021 Q4	$232K	Sell	2,961 -484	-14%	-$37.9K	0.08%	106
2021 Q3	$252K	Hold	3,445	–	–	0.1%	98
2021 Q2	$254K	Hold	3,445	–	–	0.1%	101
2021 Q1	$262K	Hold	3,445	–	–	0.1%	102
2020 Q4	$259K	Hold	3,445	–	–	0.1%	99
2020 Q3	$271K	Buy	+3,445	New	+$271K	0.12%	91
2019 Q4	$285K	Hold	3,445	–	–	0.13%	94
2019 Q3	$280K	Hold	3,445	–	–	0.14%	94
2019 Q2	$267K	Hold	3,445	–	–	0.14%	96
2019 Q1	$264K	Hold	3,445	–	–	0.14%	93
2018 Q4	$253K	Sell	3,445 -100	-3%	-$7.34K	0.14%	92
2018 Q3	$249K	Hold	3,545	–	–	0.13%	94
2018 Q2	$242K	Hold	3,545	–	–	0.14%	91
2018 Q1	$239K	Sell	3,545 -200	-5%	-$13.5K	0.15%	87
2017 Q4	$304K	Hold	3,745	–	–	0.17%	80
2017 Q3	$288K	Hold	3,745	–	–	0.18%	75
2017 Q2	$287K	Hold	3,745	–	–	0.18%	77
2017 Q1	$292K	Sell	3,745 -675	-15%	-$52.6K	0.19%	79
2016 Q4	$340K	Buy	+4,420	New	+$340K	0.22%	74
2016 Q2	$385K	Sell	4,920 -633	-11%	-$49.5K	0.25%	69
2016 Q1	$389K	Sell	5,553 -289	-5%	-$20.2K	0.25%	68
2015 Q4	$403K	Buy	5,842 +222	+4%	+$15.3K	0.29%	63
2015 Q3	$396K	Hold	5,620	–	–	0.32%	59
2015 Q2	$376K	Hold	5,620	–	–	0.27%	67
2015 Q1	$398K	Hold	5,620	–	–	0.29%	61
2014 Q4	$432K	Hold	5,620	–	–	0.31%	59
2014 Q3	$388K	Hold	5,620	–	–	0.29%	61
2014 Q2	$402K	Hold	5,620	–	–	0.3%	59
2014 Q1	$399K	Hold	5,620	–	–	0.31%	61
2013 Q4	$364K	Hold	5,620	–	–	0.28%	64
2013 Q3	$351K	Hold	5,620	–	–	0.3%	62
2013 Q2	$319K	Buy	+5,620	New	+$319K	0.28%	65