Lee, Danner & Bass’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 | $1.43M | Buy |
25,386
+317
| +1% | +$17.9K | 0.11% | 121 |
|
|
2025
Q1 | $1.41M | Sell |
25,069
-400
| -2% | -$22.4K | 0.11% | 120 |
|
|
2024
Q4 | $1.37M | Sell |
25,469
-477
| -2% | -$25.7K | 0.11% | 118 |
|
|
2024
Q3 | $1.5M | Sell |
25,946
-726
| -3% | -$41.9K | 0.11% | 117 |
|
|
2024
Q2 | $1.31M | Buy |
+26,672
| New | +$1.31M | 0.1% | 124 |
|
|
2023
Q4 | $1.2M | Buy |
25,462
+3,585
| +16% | +$169K | 0.1% | 123 |
|
|
2023
Q3 | $977K | Sell |
21,877
-1,015
| -4% | -$45.3K | 0.09% | 123 |
|
|
2023
Q2 | $1.19M | Sell |
22,892
-75
| -0.3% | -$3.89K | 0.1% | 119 |
|
|
2023
Q1 | $1.28M | Sell |
22,967
-125
| -0.5% | -$6.99K | 0.12% | 117 |
|
|
2022
Q4 | $1.42M | Sell |
23,092
-1,000
| -4% | -$61.3K | 0.13% | 113 |
|
|
2022
Q3 | $1.67M | Sell |
24,092
-50
| -0.2% | -$3.46K | 0.18% | 103 |
|
|
2022
Q2 | $1.93M | Buy |
24,142
+13
| +0.1% | +$1.04K | 0.19% | 100 |
|
|
2022
Q1 | $2.05M | Sell |
24,129
-50
| -0.2% | -$4.25K | 0.17% | 101 |
|
|
2021
Q4 | $1.9M | Sell |
24,179
-475
| -2% | -$37.3K | 0.16% | 99 |
|
|
2021
Q3 | $1.8M | Hold |
24,654
| – | – | 0.17% | 100 |
|
|
2021
Q2 | $1.81M | Sell |
24,654
-200
| -0.8% | -$14.7K | 0.16% | 101 |
|
|
2021
Q1 | $1.89M | Sell |
24,854
-600
| -2% | -$45.6K | 0.18% | 96 |
|
|
2020
Q4 | $1.91M | Sell |
25,454
-3,045
| -11% | -$229K | 0.2% | 92 |
|
|
2020
Q3 | $2.25M | Sell |
28,499
-400
| -1% | -$31.6K | 0.27% | 80 |
|
|
2020
Q2 | $2.35M | Sell |
28,899
-319
| -1% | -$25.9K | 0.3% | 76 |
|
|
2020
Q1 | $2.11M | Sell |
29,218
-375
| -1% | -$27.1K | 0.3% | 71 |
|
|
2019
Q4 | $2.45M | Buy |
29,593
+260
| +0.9% | +$21.5K | 0.26% | 86 |
|
|
2019
Q3 | $2.38M | Buy |
29,333
+140
| +0.5% | +$11.3K | 0.26% | 80 |
|
|
2019
Q2 | $2.26M | Buy |
29,193
+300
| +1% | +$23.2K | 0.24% | 81 |
|
|
2019
Q1 | $2.22M | Sell |
28,893
-760
| -3% | -$58.3K | 0.24% | 79 |
|
|
2018
Q4 | $2.12M | Buy |
29,653
+273
| +0.9% | +$19.5K | 0.25% | 82 |
|
|
2018
Q3 | $2.07M | Sell |
29,380
-150
| -0.5% | -$10.5K | 0.2% | 88 |
|
|
2018
Q2 | $2.01M | Buy |
29,530
+2,927
| +11% | +$200K | 0.21% | 87 |
|
|
2018
Q1 | $1.79M | Hold |
26,603
| – | – | 0.19% | 91 |
|
|
2017
Q4 | $2.16M | Buy |
26,603
+1,676
| +7% | +$136K | 0.22% | 89 |
|
|
2017
Q3 | $1.92M | Sell |
24,927
-368
| -1% | -$28.3K | 0.21% | 88 |
|
|
2017
Q2 | $1.94M | Sell |
25,295
-150
| -0.6% | -$11.5K | 0.22% | 86 |
|
|
2017
Q1 | $1.97M | Buy |
25,445
+20
| +0.1% | +$1.55K | 0.22% | 84 |
|
|
2016
Q4 | $1.95M | Hold |
25,425
| – | – | 0.23% | 82 |
|
|
2016
Q3 | $1.89M | Sell |
25,425
-750
| -3% | -$55.7K | 0.23% | 80 |
|
|
2016
Q2 | $2.04M | Hold |
26,175
| – | – | 0.25% | 77 |
|
|
2016
Q1 | $1.83M | Buy |
26,175
+3,214
| +14% | +$225K | 0.22% | 76 |
|
|
2015
Q4 | $1.55M | Sell |
22,961
-150
| -0.6% | -$10.1K | 0.2% | 84 |
|
|
2015
Q3 | $1.63M | Hold |
23,111
| – | – | 0.22% | 79 |
|
|
2015
Q2 | $1.55M | Hold |
23,111
| – | – | 0.18% | 88 |
|
|
2015
Q1 | $1.64M | Sell |
23,111
-300
| -1% | -$21.3K | 0.19% | 83 |
|
|
2014
Q4 | $1.8M | Sell |
23,411
-2,650
| -10% | -$204K | 0.22% | 78 |
|
|
2014
Q3 | $1.8M | Buy |
26,061
+4,350
| +20% | +$301K | 0.22% | 77 |
|
|
2014
Q2 | $1.55M | Sell |
21,711
-100
| -0.5% | -$7.15K | 0.19% | 82 |
|
|
2014
Q1 | $1.55M | Buy |
21,811
+100
| +0.5% | +$7.1K | 0.2% | 82 |
|
|
2013
Q4 | $1.4M | Sell |
21,711
-371
| -2% | -$24K | 0.19% | 82 |
|
|
2013
Q3 | $1.38M | Sell |
22,082
-1,250
| -5% | -$78.1K | 0.19% | 83 |
|
|
2013
Q2 | $1.33M | Buy |
+23,332
| New | +$1.33M | 0.19% | 81 |
|