Loring Wolcott & Coolidge Fiduciary Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Sell |
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|
2025
Q1 | $169K | Hold |
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|
2024
Q4 | $176K | Sell |
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|
2024
Q3 | $193K | Buy |
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|
2024
Q2 | $162K | Hold |
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|
2024
Q1 | $160K | Hold |
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|
2023
Q4 | $144K | Sell |
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|
2023
Q3 | $130K | Sell |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $507K | Buy |
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|
2022
Q1 | $495K | Hold |
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|
2021
Q4 | $458K | Hold |
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|
2021
Q3 | $426K | Hold |
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|
2021
Q2 | $429K | Sell |
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|
2021
Q1 | $452K | Buy |
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|
2020
Q4 | $438K | Hold |
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|
2020
Q3 | $460K | Sell |
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|
2020
Q2 | $541K | Hold |
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|
2020
Q1 | $481K | Hold |
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|
2019
Q4 | $552K | Buy |
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|
2019
Q3 | $448K | Buy |
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|
2019
Q2 | $364K | Sell |
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|
2019
Q1 | $371K | Buy |
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|
2018
Q4 | $345K | Hold |
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|
2018
Q3 | $339K | Sell |
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|
2018
Q2 | $348K | Hold |
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|
2018
Q1 | $345K | Hold |
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|
2017
Q4 | $414K | Hold |
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|
2017
Q3 | $393K | Hold |
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|
2017
Q2 | $394K | Hold |
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|
2017
Q1 | $396K | Hold |
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|
2016
Q4 | $391K | Hold |
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|
2016
Q3 | $380K | Sell |
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|
2016
Q2 | $429K | Buy |
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|
2016
Q1 | $300K | Hold |
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|
2015
Q4 | $271K | Hold |
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|
2015
Q3 | $267K | Hold |
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|
2015
Q2 | $267K | Hold |
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|
2015
Q1 | $283K | Hold |
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|
2014
Q4 | $308K | Hold |
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|
2014
Q3 | $276K | Sell |
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|
2014
Q2 | $372K | Sell |
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|
2014
Q1 | $387K | Buy |
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|
2013
Q4 | $350K | Buy |
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|
2013
Q3 | $325K | Hold |
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|
2013
Q2 | $295K | Buy |
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