Moody Lynn & Lieberson’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
Q3 | $346K | Hold |
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|
2025
Q2 | $320K | Buy |
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|
2025
Q1 | $314K | Hold |
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|
2024
Q4 | $302K | Hold |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $274K | Hold |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $250K | Hold |
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|
2023
Q2 | $290K | Hold |
|
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $343K | Hold |
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|
2022
Q3 | $388K | Hold |
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|
2022
Q2 | $448K | Hold |
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|
2022
Q1 | $477K | Hold |
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|
2021
Q4 | $441K | Hold |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $435K | Sell |
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|
2020
Q4 | $464K | Buy |
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|
2020
Q3 | $478K | Hold |
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|
2020
Q2 | $491K | Hold |
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|
2020
Q1 | $437 | Hold |
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|
2019
Q4 | $501K | Sell |
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|
2019
Q3 | $508K | Hold |
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|
2019
Q2 | $484K | Hold |
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|
2019
Q1 | $480K | Hold |
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|
2018
Q4 | $448K | Sell |
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|
2018
Q3 | $452K | Hold |
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|
2018
Q2 | $438K | Hold |
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|
2018
Q1 | $433K | Sell |
|
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|
2017
Q4 | $574K | Sell |
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|
2017
Q3 | $605K | Buy |
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|
2017
Q2 | $591K | Sell |
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|
2017
Q1 | $628K | Buy |
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|
2016
Q4 | $619K | Hold |
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|
2016
Q3 | $600K | Sell |
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|
2016
Q2 | $651K | Hold |
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|
2016
Q1 | $627K | Hold |
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|
2015
Q4 | $565K | Sell |
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|
2015
Q3 | $678K | Sell |
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|
2015
Q2 | $670K | Sell |
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|
2015
Q1 | $6.94M | Buy |
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|
2014
Q4 | $6.7M | Buy |
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|
2014
Q3 | $628K | Hold |
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|
2014
Q2 | $650K | Sell |
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|
2014
Q1 | $663K | Hold |
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|
2013
Q4 | $604K | Hold |
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|
2013
Q3 | $583K | Buy |
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|
2013
Q2 | $461K | Buy |
|