Peoples Financial Services Corp’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
18,609
-873
| -4% | -$49.3K | 0.52% | 53 |
|
|
2025
Q1 | $1.09M | Sell |
19,482
-100
| -0.5% | -$5.61K | 0.52% | 57 |
|
|
2024
Q4 | $1.05M | Sell |
19,582
-33
| -0.2% | -$1.78K | 0.49% | 58 |
|
|
2024
Q3 | $1.13M | Buy |
19,615
+100
| +0.5% | +$5.78K | 0.51% | 57 |
|
|
2024
Q2 | $956K | Sell |
19,515
-113
| -0.6% | -$5.54K | 0.43% | 62 |
|
|
2024
Q1 | $965K | Sell |
19,628
-742
| -4% | -$36.5K | 0.42% | 66 |
|
|
2023
Q4 | $957K | Sell |
20,370
-160
| -0.8% | -$7.52K | 0.42% | 68 |
|
|
2023
Q3 | $917K | Sell |
20,530
-747
| -4% | -$33.4K | 0.43% | 66 |
|
|
2023
Q2 | $1.1M | Sell |
21,277
-600
| -3% | -$31.1K | 0.49% | 55 |
|
|
2023
Q1 | $1.22M | Sell |
21,877
-700
| -3% | -$39.1K | 0.57% | 52 |
|
|
2022
Q4 | $1.38M | Sell |
22,577
-1,695
| -7% | -$104K | 0.65% | 46 |
|
|
2022
Q3 | $1.68M | Hold |
24,272
| – | – | 0.87% | 32 |
|
|
2022
Q2 | $1.94M | Hold |
24,272
| – | – | 0.92% | 30 |
|
|
2022
Q1 | $2.06M | Sell |
24,272
-2,685
| -10% | -$228K | 0.89% | 33 |
|
|
2021
Q4 | $2.12M | Sell |
26,957
-100
| -0.4% | -$7.85K | 0.82% | 33 |
|
|
2021
Q3 | $1.98M | Sell |
27,057
-804
| -3% | -$58.7K | 0.83% | 35 |
|
|
2021
Q2 | $2.05M | Sell |
27,861
-70
| -0.3% | -$5.15K | 0.86% | 35 |
|
|
2021
Q1 | $2.12M | Sell |
27,931
-400
| -1% | -$30.4K | 0.92% | 33 |
|
|
2020
Q4 | $2.13M | Sell |
28,331
-1,325
| -4% | -$99.6K | 0.98% | 29 |
|
|
2020
Q3 | $2.34M | Sell |
29,656
-125
| -0.4% | -$9.87K | 1.18% | 23 |
|
|
2020
Q2 | $2.42M | Hold |
29,781
| – | – | 1.27% | 21 |
|
|
2020
Q1 | $2.15M | Sell |
29,781
-400
| -1% | -$28.9K | 1.26% | 21 |
|
|
2019
Q4 | $2.5M | Sell |
30,181
-100
| -0.3% | -$8.28K | 1.18% | 22 |
|
|
2019
Q3 | $2.45M | Sell |
30,281
-189
| -0.6% | -$15.3K | 1.23% | 23 |
|
|
2019
Q2 | $2.36M | Buy |
30,470
+1,400
| +5% | +$108K | 1.2% | 22 |
|
|
2019
Q1 | $2.23M | Buy |
29,070
+950
| +3% | +$72.8K | 1.14% | 24 |
|
|
2018
Q4 | $2.01M | Buy |
28,120
+250
| +0.9% | +$17.9K | 1.14% | 26 |
|
|
2018
Q3 | $1.96M | Hold |
27,870
| – | – | 0.99% | 27 |
|
|
2018
Q2 | $1.9M | Buy |
27,870
+5,400
| +24% | +$368K | 1.06% | 28 |
|
|
2018
Q1 | $1.52M | Buy |
22,470
+600
| +3% | +$40.5K | 0.87% | 39 |
|
|
2017
Q4 | $1.77M | Buy |
21,870
+550
| +3% | +$44.6K | 0.97% | 32 |
|
|
2017
Q3 | $1.64M | Buy |
21,320
+300
| +1% | +$23.1K | 0.93% | 33 |
|
|
2017
Q2 | $1.61M | Buy |
21,020
+1,300
| +7% | +$99.6K | 0.94% | 31 |
|
|
2017
Q1 | $1.53M | Buy |
19,720
+150
| +0.8% | +$11.6K | 0.91% | 33 |
|
|
2016
Q4 | $1.53M | Buy |
19,570
+300
| +2% | +$23.4K | 0.94% | 30 |
|
|
2016
Q3 | $1.43M | Sell |
19,270
-300
| -2% | -$22.3K | 0.89% | 33 |
|
|
2016
Q2 | $1.53M | Sell |
19,570
-200
| -1% | -$15.6K | 0.94% | 30 |
|
|
2016
Q1 | $1.49M | Buy |
19,770
+450
| +2% | +$33.8K | 0.94% | 30 |
|
|
2015
Q4 | $1.31M | Hold |
19,320
| – | – | 0.86% | 30 |
|
|
2015
Q3 | $1.36M | Sell |
19,320
-1,250
| -6% | -$88K | 0.97% | 28 |
|
|
2015
Q2 | $1.38M | Buy |
20,570
+578
| +3% | +$38.6K | 0.92% | 33 |
|
|
2015
Q1 | $1.42M | Buy |
19,992
+300
| +2% | +$21.2K | 0.94% | 32 |
|
|
2014
Q4 | $1.51M | Sell |
19,692
-900
| -4% | -$69.2K | 0.99% | 28 |
|
|
2014
Q3 | $1.42M | Hold |
20,592
| – | – | 0.96% | 29 |
|
|
2014
Q2 | $1.47M | Sell |
20,592
-500
| -2% | -$35.8K | 0.94% | 28 |
|
|
2014
Q1 | $1.5M | Hold |
21,092
| – | – | 1.11% | 22 |
|
|
2013
Q4 | $1.36M | Buy |
+21,092
| New | +$1.36M | 0.9% | 33 |
|