MLL
Moody Lynn & Lieberson’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
5,657
+57
| +1% | +$3.22K | 0.02% | 210 |
|
|
2025
Q1 | $314K | Hold |
5,600
| – | – | 0.02% | 200 |
|
|
2024
Q4 | $302K | Hold |
5,600
| – | – | 0.02% | 204 |
|
|
2024
Q3 | $324K | Hold |
5,600
| – | – | 0.02% | 203 |
|
|
2024
Q2 | $274K | Hold |
5,600
| – | – | 0.02% | 202 |
|
|
2024
Q1 | $275K | Hold |
5,600
| – | – | 0.02% | 204 |
|
|
2023
Q4 | $263K | Hold |
5,600
| – | – | 0.02% | 206 |
|
|
2023
Q3 | $250K | Hold |
5,600
| – | – | 0.02% | 185 |
|
|
2023
Q2 | $290K | Hold |
5,600
| – | – | 0.02% | 186 |
|
|
2023
Q1 | $313K | Sell |
5,600
-8
| -0.1% | -$447 | 0.03% | 187 |
|
|
2022
Q4 | $343K | Hold |
5,608
| – | – | 0.03% | 189 |
|
|
2022
Q3 | $388K | Hold |
5,608
| – | – | 0.04% | 164 |
|
|
2022
Q2 | $448K | Hold |
5,608
| – | – | 0.04% | 156 |
|
|
2022
Q1 | $477K | Hold |
5,608
| – | – | 0.03% | 155 |
|
|
2021
Q4 | $441K | Hold |
5,608
| – | – | 0.03% | 174 |
|
|
2021
Q3 | $409K | Hold |
5,608
| – | – | 0.03% | 175 |
|
|
2021
Q2 | $413K | Sell |
5,608
-122
| -2% | -$8.99K | 0.03% | 169 |
|
|
2021
Q1 | $435K | Sell |
5,730
-442
| -7% | -$33.6K | 0.04% | 166 |
|
|
2020
Q4 | $464K | Buy |
6,172
+122
| +2% | +$9.17K | 0.04% | 152 |
|
|
2020
Q3 | $478K | Hold |
6,050
| – | – | 0.05% | 139 |
|
|
2020
Q2 | $491K | Hold |
6,050
| – | – | 0.05% | 127 |
|
|
2020
Q1 | $437 | Hold |
6,050
| – | – | 0.06% | 112 |
|
|
2019
Q4 | $501K | Sell |
6,050
-215
| -3% | -$17.8K | 0.05% | 159 |
|
|
2019
Q3 | $508K | Hold |
6,265
| – | – | 0.06% | 141 |
|
|
2019
Q2 | $484K | Hold |
6,265
| – | – | 0.05% | 153 |
|
|
2019
Q1 | $480K | Hold |
6,265
| – | – | 0.06% | 146 |
|
|
2018
Q4 | $448K | Sell |
6,265
-160
| -2% | -$11.4K | 0.06% | 142 |
|
|
2018
Q3 | $452K | Hold |
6,425
| – | – | 0.05% | 165 |
|
|
2018
Q2 | $438K | Hold |
6,425
| – | – | 0.05% | 165 |
|
|
2018
Q1 | $433K | Sell |
6,425
-1,200
| -16% | -$80.9K | 0.05% | 167 |
|
|
2017
Q4 | $574K | Sell |
7,625
-233
| -3% | -$17.5K | 0.06% | 148 |
|
|
2017
Q3 | $605K | Buy |
7,858
+150
| +2% | +$11.5K | 0.07% | 138 |
|
|
2017
Q2 | $591K | Sell |
7,708
-391
| -5% | -$30K | 0.08% | 140 |
|
|
2017
Q1 | $628K | Buy |
8,099
+15
| +0.2% | +$1.16K | 0.09% | 107 |
|
|
2016
Q4 | $619K | Hold |
8,084
| – | – | 0.09% | 106 |
|
|
2016
Q3 | $600K | Sell |
8,084
-267
| -3% | -$19.8K | 0.1% | 101 |
|
|
2016
Q2 | $651K | Hold |
8,351
| – | – | 0.12% | 83 |
|
|
2016
Q1 | $627K | Hold |
8,351
| – | – | 0.1% | 96 |
|
|
2015
Q4 | $565K | Sell |
8,351
-1,285
| -13% | -$86.9K | 0.09% | 110 |
|
|
2015
Q3 | $678K | Sell |
9,636
-384
| -4% | -$27K | 0.13% | 88 |
|
|
2015
Q2 | $670K | Sell |
10,020
-87,930
| -90% | -$5.88M | 0.11% | 108 |
|
|
2015
Q1 | $6.94M | Buy |
97,950
+10,861
| +12% | +$770K | 1.11% | 32 |
|
|
2014
Q4 | $6.7M | Buy |
87,089
+78,004
| +859% | +$6M | 0.95% | 40 |
|
|
2014
Q3 | $628K | Hold |
9,085
| – | – | 0.09% | 116 |
|
|
2014
Q2 | $650K | Sell |
9,085
-250
| -3% | -$17.9K | 0.09% | 116 |
|
|
2014
Q1 | $663K | Hold |
9,335
| – | – | 0.1% | 121 |
|
|
2013
Q4 | $604K | Hold |
9,335
| – | – | 0.08% | 123 |
|
|
2013
Q3 | $583K | Buy |
9,335
+1,223
| +15% | +$76.4K | 0.09% | 121 |
|
|
2013
Q2 | $461K | Buy |
+8,112
| New | +$461K | 0.08% | 112 |
|