Riverview Trust Company’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-501
| Closed | -$27K | – | 657 |
|
|
2024
Q4 | $27K | Hold |
501
| – | – | 0.02% | 350 |
|
|
2024
Q3 | $29K | Buy |
501
+17
| +4% | +$982 | 0.03% | 335 |
|
|
2024
Q2 | $23.7K | Hold |
484
| – | – | 0.02% | 372 |
|
|
2024
Q1 | $23.8K | Buy |
+484
| New | +$23.8K | 0.02% | 413 |
|
|
2023
Q4 | – | Sell |
-2,343
| Closed | -$105K | – | 216 |
|
|
2023
Q3 | $105K | Buy |
2,343
+1,394
| +147% | +$62.3K | 0.09% | 147 |
|
|
2023
Q2 | $49.1K | Sell |
949
-597
| -39% | -$30.9K | 0.04% | 211 |
|
|
2023
Q1 | $86.4K | Buy |
1,546
+284
| +23% | +$15.9K | 0.08% | 155 |
|
|
2022
Q4 | $77K | Sell |
1,262
-275
| -18% | -$16.8K | 0.07% | 162 |
|
|
2022
Q3 | $106K | Hold |
1,537
| – | – | 0.1% | 129 |
|
|
2022
Q2 | $123K | Hold |
1,537
| – | – | 0.11% | 134 |
|
|
2022
Q1 | $131K | Buy |
1,537
+493
| +47% | +$42K | 0.1% | 126 |
|
|
2021
Q4 | $82 | Sell |
1,044
-1,438
| -58% | -$113 | 0.05% | 130 |
|
|
2021
Q3 | $181K | Sell |
2,482
-1,682
| -40% | -$123K | 0.19% | 84 |
|
|
2021
Q2 | $306K | Sell |
4,164
-95
| -2% | -$6.98K | 0.32% | 64 |
|
|
2021
Q1 | $324K | Sell |
4,259
-287
| -6% | -$21.8K | 0.36% | 56 |
|
|
2020
Q4 | $342K | Sell |
4,546
-246
| -5% | -$18.5K | 0.38% | 52 |
|
|
2020
Q3 | $378K | Sell |
4,792
-34
| -0.7% | -$2.68K | 0.43% | 46 |
|
|
2020
Q2 | $392K | Hold |
4,826
| – | – | 0.38% | 50 |
|
|
2020
Q1 | $348K | Sell |
4,826
-2,496
| -34% | -$180K | 0.33% | 51 |
|
|
2019
Q4 | $606K | Sell |
7,322
-318
| -4% | -$26.3K | 0.41% | 48 |
|
|
2019
Q3 | $619K | Sell |
7,640
-47
| -0.6% | -$3.81K | 0.43% | 46 |
|
|
2019
Q2 | $594K | Hold |
7,687
| – | – | 0.42% | 44 |
|
|
2019
Q1 | $589K | Buy |
7,687
+182
| +2% | +$13.9K | 0.45% | 43 |
|
|
2018
Q4 | $536K | Buy |
+7,505
| New | +$536K | 0.42% | 42 |
|