LKIM
Lawson Kroeker Investment Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Hold |
9,007
| – | – | 0.09% | 75 |
|
|
2025
Q1 | $505K | Buy |
9,007
+1,000
| +12% | +$56.1K | 0.09% | 74 |
|
|
2024
Q4 | $431K | Buy |
8,007
+597
| +8% | +$32.2K | 0.08% | 80 |
|
|
2024
Q3 | $428K | Hold |
7,410
| – | – | 0.08% | 79 |
|
|
2024
Q2 | $363K | Sell |
7,410
-425
| -5% | -$20.8K | 0.07% | 82 |
|
|
2024
Q1 | $385K | Sell |
7,835
-750
| -9% | -$36.9K | 0.07% | 78 |
|
|
2023
Q4 | $403K | Sell |
8,585
-70
| -0.8% | -$3.29K | 0.08% | 77 |
|
|
2023
Q3 | $387K | Sell |
8,655
-200
| -2% | -$8.93K | 0.09% | 77 |
|
|
2023
Q2 | $459K | Hold |
8,855
| – | – | 0.11% | 69 |
|
|
2023
Q1 | $495K | Sell |
8,855
-5,950
| -40% | -$333K | 0.11% | 78 |
|
|
2022
Q4 | $908K | Hold |
14,805
| – | – | 0.31% | 40 |
|
|
2022
Q3 | $1.02M | Sell |
14,805
-350
| -2% | -$24.2K | 0.36% | 41 |
|
|
2022
Q2 | $1.21M | Sell |
15,155
-769
| -5% | -$61.4K | 0.41% | 41 |
|
|
2022
Q1 | $1.35M | Hold |
15,924
| – | – | 0.43% | 38 |
|
|
2021
Q4 | $1.25M | Sell |
15,924
-75
| -0.5% | -$5.89K | 0.39% | 39 |
|
|
2021
Q3 | $1.17M | Sell |
15,999
-268
| -2% | -$19.6K | 0.39% | 40 |
|
|
2021
Q2 | $1.2M | Sell |
16,267
-450
| -3% | -$33.1K | 0.38% | 39 |
|
|
2021
Q1 | $1.27M | Sell |
16,717
-250
| -1% | -$19K | 0.43% | 37 |
|
|
2020
Q4 | $1.28M | Sell |
16,967
-50
| -0.3% | -$3.76K | 0.48% | 38 |
|
|
2020
Q3 | $1.34M | Hold |
17,017
| – | – | 0.6% | 35 |
|
|
2020
Q2 | $1.38M | Hold |
17,017
| – | – | 0.65% | 34 |
|
|
2020
Q1 | $1.23M | Hold |
17,017
| – | – | 0.68% | 34 |
|
|
2019
Q4 | $1.41M | Sell |
17,017
-1,350
| -7% | -$112K | 0.52% | 37 |
|
|
2019
Q3 | $1.49M | Sell |
18,367
-300
| -2% | -$24.3K | 0.57% | 36 |
|
|
2019
Q2 | $1.44M | Sell |
18,667
-175
| -0.9% | -$13.5K | 0.48% | 37 |
|
|
2019
Q1 | $1.44M | Sell |
18,842
-248
| -1% | -$19K | 0.52% | 36 |
|
|
2018
Q4 | $1.36M | Sell |
19,090
-300
| -2% | -$21.4K | 0.54% | 36 |
|
|
2018
Q3 | $1.36M | Sell |
19,390
-400
| -2% | -$28.1K | 0.44% | 38 |
|
|
2018
Q2 | $1.35M | Sell |
19,790
-1,379
| -7% | -$94K | 0.48% | 38 |
|
|
2018
Q1 | $1.43M | Hold |
21,169
| – | – | 0.47% | 40 |
|
|
2017
Q4 | $1.72M | Hold |
21,169
| – | – | 0.55% | 38 |
|
|
2017
Q3 | $1.63M | Hold |
21,169
| – | – | 0.51% | 40 |
|
|
2017
Q2 | $1.62M | Sell |
21,169
-1,170
| -5% | -$89.6K | 0.54% | 41 |
|
|
2017
Q1 | $1.73M | Sell |
22,339
-900
| -4% | -$69.8K | 0.59% | 41 |
|
|
2016
Q4 | $1.78M | Sell |
23,239
-240
| -1% | -$18.4K | 0.61% | 42 |
|
|
2016
Q3 | $1.74M | Sell |
23,479
-125
| -0.5% | -$9.29K | 0.56% | 41 |
|
|
2016
Q2 | $1.84M | Hold |
23,604
| – | – | 0.61% | 40 |
|
|
2016
Q1 | $1.77M | Sell |
23,604
-450
| -2% | -$33.8K | 0.61% | 40 |
|
|
2015
Q4 | $1.63M | Buy |
24,054
+100
| +0.4% | +$6.76K | 0.56% | 41 |
|
|
2015
Q3 | $1.69M | Hold |
23,954
| – | – | 0.57% | 42 |
|
|
2015
Q2 | $1.6M | Hold |
23,954
| – | – | 0.48% | 43 |
|
|
2015
Q1 | $1.7M | Buy |
23,954
+1,029
| +4% | +$72.9K | 0.49% | 41 |
|
|
2014
Q4 | $1.76M | Sell |
22,925
-125
| -0.5% | -$9.61K | 0.55% | 40 |
|
|
2014
Q3 | $1.59M | Hold |
23,050
| – | – | 0.48% | 41 |
|
|
2014
Q2 | $1.65M | Sell |
23,050
-250
| -1% | -$17.9K | 0.48% | 41 |
|
|
2014
Q1 | $1.65M | Buy |
23,300
+1,150
| +5% | +$81.6K | 0.52% | 42 |
|
|
2013
Q4 | $1.43M | Buy |
22,150
+245
| +1% | +$15.9K | 0.45% | 42 |
|
|
2013
Q3 | $1.37M | Sell |
21,905
-1,111
| -5% | -$69.4K | 0.46% | 44 |
|
|
2013
Q2 | $1.31M | Buy |
+23,016
| New | +$1.31M | 0.46% | 45 |
|