Leavell Investment Management’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 | $542K | Sell |
9,595
-204
| -2% | -$11.5K | 0.02% | 391 |
|
|
2025
Q1 | $549K | Buy |
9,799
+40
| +0.4% | +$2.24K | 0.03% | 363 |
|
|
2024
Q4 | $526K | Sell |
9,759
-543
| -5% | -$29.2K | 0.03% | 367 |
|
|
2024
Q3 | $595K | Buy |
10,302
+1,879
| +22% | +$109K | 0.03% | 359 |
|
|
2024
Q2 | $413K | Buy |
8,423
+845
| +11% | +$41.4K | 0.02% | 385 |
|
|
2024
Q1 | $373K | Sell |
7,578
-600
| -7% | -$29.5K | 0.02% | 390 |
|
|
2023
Q4 | $384K | Sell |
8,178
-250
| -3% | -$11.7K | 0.02% | 363 |
|
|
2023
Q3 | $376K | Sell |
8,428
-400
| -5% | -$17.8K | 0.03% | 369 |
|
|
2023
Q2 | $457K | Sell |
8,828
-2,006
| -19% | -$104K | 0.03% | 338 |
|
|
2023
Q1 | $606K | Buy |
10,834
+158
| +1% | +$8.84K | 0.04% | 304 |
|
|
2022
Q4 | $655K | Sell |
10,676
-597
| -5% | -$36.6K | 0.05% | 292 |
|
|
2022
Q3 | $779K | Buy |
11,273
+51
| +0.5% | +$3.52K | 0.06% | 259 |
|
|
2022
Q2 | $896K | Sell |
11,222
-200
| -2% | -$16K | 0.07% | 237 |
|
|
2022
Q1 | $971K | Buy |
11,422
+100
| +0.9% | +$8.5K | 0.07% | 244 |
|
|
2021
Q4 | $889K | Sell |
11,322
-525
| -4% | -$41.2K | 0.06% | 253 |
|
|
2021
Q3 | $865K | Sell |
11,847
-19,350
| -62% | -$1.41M | 0.06% | 237 |
|
|
2021
Q2 | $2.37M | Hold |
31,197
| – | – | 0.19% | 130 |
|
|
2021
Q1 | $2.37M | Sell |
31,197
-5,282
| -14% | -$401K | 0.19% | 130 |
|
|
2020
Q4 | $2.74M | Sell |
36,479
-19,335
| -35% | -$1.45M | 0.24% | 113 |
|
|
2020
Q3 | $4.41M | Sell |
55,814
-1,838
| -3% | -$145K | 0.38% | 75 |
|
|
2020
Q2 | $4.68M | Buy |
57,652
+2,374
| +4% | +$193K | 0.46% | 64 |
|
|
2020
Q1 | $3.99M | Sell |
55,278
-128
| -0.2% | -$9.24K | 0.46% | 66 |
|
|
2019
Q4 | $4.59M | Buy |
55,406
+3,975
| +8% | +$329K | 0.43% | 74 |
|
|
2019
Q3 | $4.17M | Buy |
51,431
+16,075
| +45% | +$1.3M | 0.43% | 73 |
|
|
2019
Q2 | $2.73M | Buy |
35,356
+18,565
| +111% | +$1.44M | 0.29% | 104 |
|
|
2019
Q1 | $1.29M | Buy |
16,791
+11,286
| +205% | +$865K | 0.14% | 150 |
|
|
2018
Q4 | $393K | Buy |
5,505
+1,425
| +35% | +$102K | 0.05% | 266 |
|
|
2018
Q3 | $287K | Sell |
4,080
-826
| -17% | -$58.1K | 0.03% | 328 |
|
|
2018
Q2 | $334K | Hold |
4,906
| – | – | 0.04% | 307 |
|
|
2018
Q1 | $331K | Buy |
4,906
+260
| +6% | +$17.5K | 0.04% | 299 |
|
|
2017
Q4 | $377K | Buy |
4,646
+200
| +4% | +$16.2K | 0.04% | 292 |
|
|
2017
Q3 | $342K | Sell |
4,446
-360
| -7% | -$27.7K | 0.04% | 290 |
|
|
2017
Q2 | $368K | Buy |
4,806
+250
| +5% | +$19.1K | 0.05% | 289 |
|
|
2017
Q1 | $353K | Hold |
4,556
| – | – | 0.05% | 282 |
|
|
2016
Q4 | $349K | Hold |
4,556
| – | – | 0.05% | 280 |
|
|
2016
Q3 | $338K | Sell |
4,556
-1,000
| -18% | -$74.2K | 0.05% | 285 |
|
|
2016
Q2 | $433K | Buy |
5,556
+250
| +5% | +$19.5K | 0.06% | 257 |
|
|
2016
Q1 | $399K | Buy |
5,306
+150
| +3% | +$11.3K | 0.06% | 261 |
|
|
2015
Q4 | $349K | Buy |
5,156
+414
| +9% | +$28K | 0.05% | 279 |
|
|
2015
Q3 | $334K | Buy |
4,742
+521
| +12% | +$36.7K | 0.05% | 290 |
|
|
2015
Q2 | $282K | Hold |
4,221
| – | – | 0.04% | 336 |
|
|
2015
Q1 | $299K | Buy |
4,221
+200
| +5% | +$14.2K | 0.05% | 325 |
|
|
2014
Q4 | $309K | Buy |
4,021
+826
| +26% | +$63.5K | 0.05% | 318 |
|
|
2014
Q3 | $221K | Hold |
3,195
| – | – | 0.04% | 363 |
|
|
2014
Q2 | $229K | Hold |
3,195
| – | – | 0.04% | 365 |
|
|
2014
Q1 | $227K | Hold |
3,195
| – | – | 0.04% | 365 |
|
|
2013
Q4 | $207K | Buy |
+3,195
| New | +$207K | 0.04% | 375 |
|