Newman Dignan & Sheerar Inc’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 | – | Sell |
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|
2025
Q1 | $163K | Sell |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $212K | Hold |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $355K | Hold |
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|
2022
Q4 | $389K | Sell |
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|
2022
Q3 | $441 | Hold |
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|
2022
Q2 | $510K | Hold |
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|
2022
Q1 | $543 | Hold |
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|
2021
Q4 | $502K | Hold |
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|
2021
Q3 | $466K | Hold |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $486K | Sell |
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|
2020
Q4 | $4.93K | Hold |
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|
2020
Q3 | $518K | Hold |
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|
2020
Q2 | $535K | Sell |
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|
2020
Q1 | $528K | Sell |
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|
2019
Q4 | $559 | Buy |
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|
2019
Q3 | $536K | Hold |
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|
2019
Q2 | $511 | Hold |
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|
2019
Q1 | $507K | Hold |
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|
2018
Q4 | $473 | Sell |
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|
2018
Q3 | $482K | Buy |
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|
2018
Q2 | $451 | Sell |
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|
2018
Q1 | $426K | Sell |
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|
2017
Q4 | $565K | Hold |
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|
2017
Q3 | $535K | Hold |
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|
2017
Q2 | $534K | Hold |
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|
2017
Q1 | $540 | Hold |
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|
2016
Q4 | $533K | Hold |
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|
2016
Q3 | $517K | Hold |
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|
2016
Q2 | $543K | Hold |
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|
2016
Q1 | $523K | Buy |
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|
2015
Q4 | $461K | Hold |
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|
2015
Q3 | $480K | Hold |
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|
2015
Q2 | $456K | Sell |
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|
2015
Q1 | $485K | Hold |
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|
2014
Q4 | $527 | Hold |
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|
2014
Q3 | $473K | Sell |
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|
2014
Q2 | $509 | Sell |
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|
2014
Q1 | $718K | Hold |
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|
2013
Q4 | $654 | Sell |
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|
2013
Q3 | $635K | Hold |
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|
2013
Q2 | $578 | Buy |
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