Sadoff Investment Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $228K | Sell |
3,304
-1,000
| -23% | -$69K | 0.02% | 77 |
|
2022
Q2 | $344K | Hold |
4,304
| – | – | 0.03% | 72 |
|
2022
Q1 | $366K | Sell |
4,304
-35
| -0.8% | -$2.98K | 0.02% | 71 |
|
2021
Q4 | $341K | Sell |
4,339
-161
| -4% | -$12.7K | 0.02% | 77 |
|
2021
Q3 | $329K | Hold |
4,500
| – | – | 0.02% | 78 |
|
2021
Q2 | $331K | Hold |
4,500
| – | – | 0.02% | 78 |
|
2021
Q1 | $342K | Buy |
4,500
+117
| +3% | +$8.89K | 0.02% | 77 |
|
2020
Q4 | $330K | Hold |
4,383
| – | – | 0.03% | 78 |
|
2020
Q3 | $346K | Sell |
4,383
-48
| -1% | -$3.79K | 0.03% | 76 |
|
2020
Q2 | $360K | Sell |
4,431
-28
| -0.6% | -$2.28K | 0.03% | 70 |
|
2020
Q1 | $322K | Hold |
4,459
| – | – | 0.04% | 68 |
|
2019
Q4 | $369K | Hold |
4,459
| – | – | 0.03% | 71 |
|
2019
Q3 | $361K | Hold |
4,459
| – | – | 0.03% | 64 |
|
2019
Q2 | $345K | Hold |
4,459
| – | – | 0.03% | 66 |
|
2019
Q1 | $342K | Sell |
4,459
-93
| -2% | -$7.13K | 0.03% | 64 |
|
2018
Q4 | $325K | Hold |
4,552
| – | – | 0.03% | 68 |
|
2018
Q3 | $320K | Hold |
4,552
| – | – | 0.03% | 71 |
|
2018
Q2 | $310K | Sell |
4,552
-98
| -2% | -$6.67K | 0.03% | 73 |
|
2018
Q1 | $314K | Hold |
4,650
| – | – | 0.03% | 70 |
|
2017
Q4 | $377K | Sell |
4,650
-98
| -2% | -$7.95K | 0.03% | 64 |
|
2017
Q3 | $365K | Buy |
4,748
+1,000
| +27% | +$76.9K | 0.03% | 64 |
|
2017
Q2 | $287K | Sell |
3,748
-288
| -7% | -$22.1K | 0.03% | 59 |
|
2017
Q1 | $313K | Hold |
4,036
| – | – | 0.03% | 59 |
|
2016
Q4 | $309K | Sell |
4,036
-115
| -3% | -$8.81K | 0.03% | 61 |
|
2016
Q3 | $308K | Hold |
4,151
| – | – | 0.03% | 58 |
|
2016
Q2 | $324K | Hold |
4,151
| – | – | 0.04% | 57 |
|
2016
Q1 | $312K | Buy |
4,151
+288
| +7% | +$21.6K | 0.04% | 63 |
|
2015
Q4 | $261K | Hold |
3,863
| – | – | 0.03% | 65 |
|
2015
Q3 | $272K | Hold |
3,863
| – | – | 0.04% | 55 |
|
2015
Q2 | $258K | Sell |
3,863
-98
| -2% | -$6.55K | 0.03% | 57 |
|
2015
Q1 | $281K | Hold |
3,961
| – | – | 0.03% | 50 |
|
2014
Q4 | $305K | Hold |
3,961
| – | – | 0.04% | 50 |
|
2014
Q3 | $274K | Hold |
3,961
| – | – | 0.04% | 49 |
|
2014
Q2 | $283K | Sell |
3,961
-461
| -10% | -$32.9K | 0.04% | 49 |
|
2014
Q1 | $314K | Sell |
4,422
-450
| -9% | -$32K | 0.04% | 48 |
|
2013
Q4 | $315K | Buy |
4,872
+461
| +10% | +$29.8K | 0.04% | 50 |
|
2013
Q3 | $276K | Hold |
4,411
| – | – | 0.05% | 46 |
|
2013
Q2 | $251K | Buy |
+4,411
| New | +$251K | 0.05% | 41 |
|