LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Sell |
3,155
-10
| -0.3% | -$565 | ﹤0.01% | 292 |
|
|
2025
Q1 | $169K | Hold |
3,165
| – | – | ﹤0.01% | 284 |
|
|
2024
Q4 | $176K | Sell |
3,165
-10
| -0.3% | -$557 | ﹤0.01% | 294 |
|
|
2024
Q3 | $193K | Buy |
3,175
+20
| +0.6% | +$1.22K | ﹤0.01% | 285 |
|
|
2024
Q2 | $162K | Hold |
3,155
| – | – | ﹤0.01% | 291 |
|
|
2024
Q1 | $160K | Hold |
3,155
| – | – | ﹤0.01% | 292 |
|
|
2023
Q4 | $144K | Sell |
3,155
-20
| -0.6% | -$914 | ﹤0.01% | 310 |
|
|
2023
Q3 | $130K | Sell |
3,175
-1,133
| -26% | -$46.5K | ﹤0.01% | 323 |
|
|
2023
Q2 | $223K | Buy |
4,308
+20
| +0.5% | +$1.04K | ﹤0.01% | 285 |
|
|
2023
Q1 | $240K | Hold |
4,288
| – | – | ﹤0.01% | 259 |
|
|
2022
Q4 | $263K | Sell |
4,288
-1,549
| -27% | -$95K | ﹤0.01% | 255 |
|
|
2022
Q3 | $403K | Sell |
5,837
-514
| -8% | -$35.5K | 0.01% | 215 |
|
|
2022
Q2 | $507K | Buy |
6,351
+523
| +9% | +$41.8K | 0.01% | 203 |
|
|
2022
Q1 | $495K | Hold |
5,828
| – | – | 0.01% | 210 |
|
|
2021
Q4 | $458K | Hold |
5,828
| – | – | ﹤0.01% | 230 |
|
|
2021
Q3 | $426K | Hold |
5,828
| – | – | ﹤0.01% | 231 |
|
|
2021
Q2 | $429K | Sell |
5,828
-127
| -2% | -$9.35K | ﹤0.01% | 238 |
|
|
2021
Q1 | $452K | Buy |
5,955
+127
| +2% | +$9.64K | 0.01% | 222 |
|
|
2020
Q4 | $438K | Hold |
5,828
| – | – | ﹤0.01% | 217 |
|
|
2020
Q3 | $460K | Sell |
5,828
-838
| -13% | -$66.1K | 0.01% | 198 |
|
|
2020
Q2 | $541K | Hold |
6,666
| – | – | 0.01% | 174 |
|
|
2020
Q1 | $481K | Hold |
6,666
| – | – | 0.01% | 174 |
|
|
2019
Q4 | $552K | Buy |
6,666
+1,133
| +20% | +$93.8K | 0.01% | 195 |
|
|
2019
Q3 | $448K | Buy |
5,533
+825
| +18% | +$66.8K | 0.01% | 210 |
|
|
2019
Q2 | $364K | Sell |
4,708
-130
| -3% | -$10.1K | 0.01% | 217 |
|
|
2019
Q1 | $371K | Buy |
4,838
+13
| +0.3% | +$997 | 0.01% | 211 |
|
|
2018
Q4 | $345K | Hold |
4,825
| – | – | 0.01% | 218 |
|
|
2018
Q3 | $339K | Sell |
4,825
-285
| -6% | -$20K | 0.01% | 225 |
|
|
2018
Q2 | $348K | Hold |
5,110
| – | – | 0.01% | 227 |
|
|
2018
Q1 | $345K | Hold |
5,110
| – | – | 0.01% | 226 |
|
|
2017
Q4 | $414K | Hold |
5,110
| – | – | 0.01% | 213 |
|
|
2017
Q3 | $393K | Hold |
5,110
| – | – | 0.01% | 214 |
|
|
2017
Q2 | $394K | Hold |
5,110
| – | – | 0.01% | 211 |
|
|
2017
Q1 | $396K | Hold |
5,110
| – | – | 0.01% | 206 |
|
|
2016
Q4 | $391K | Hold |
5,110
| – | – | 0.01% | 207 |
|
|
2016
Q3 | $380K | Sell |
5,110
-390
| -7% | -$29K | 0.01% | 207 |
|
|
2016
Q2 | $429K | Buy |
5,500
+1,500
| +38% | +$117K | 0.01% | 196 |
|
|
2016
Q1 | $300K | Hold |
4,000
| – | – | 0.01% | 217 |
|
|
2015
Q4 | $271K | Hold |
4,000
| – | – | 0.01% | 239 |
|
|
2015
Q3 | $267K | Hold |
4,000
| – | – | 0.01% | 250 |
|
|
2015
Q2 | $267K | Hold |
4,000
| – | – | 0.01% | 250 |
|
|
2015
Q1 | $283K | Hold |
4,000
| – | – | 0.01% | 257 |
|
|
2014
Q4 | $308K | Hold |
4,000
| – | – | 0.01% | 239 |
|
|
2014
Q3 | $276K | Sell |
4,000
-1,197
| -23% | -$82.6K | 0.01% | 232 |
|
|
2014
Q2 | $372K | Sell |
5,197
-259
| -5% | -$18.5K | 0.01% | 215 |
|
|
2014
Q1 | $387K | Buy |
5,456
+50
| +0.9% | +$3.55K | 0.01% | 211 |
|
|
2013
Q4 | $350K | Buy |
5,406
+209
| +4% | +$13.5K | 0.01% | 215 |
|
|
2013
Q3 | $325K | Hold |
5,197
| – | – | 0.01% | 210 |
|
|
2013
Q2 | $295K | Buy |
+5,197
| New | +$295K | 0.01% | 228 |
|