Sadoff Investment Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $228K | Sell |
3,304
-1,000
| -23% | -$80.7K | 0.02% | 77 |
|
|
2022
Q2 | $344K | Hold |
4,304
| – | – | 0.03% | 72 |
|
|
2022
Q1 | $366K | Sell |
4,304
-35
| -0.8% | -$2.81K | 0.02% | 71 |
|
|
2021
Q4 | $341K | Sell |
4,339
-161
| -4% | -$12.1K | 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% | +$8.5K | 0.02% | 77 |
|
|
2020
Q4 | $330K | Hold |
4,383
| – | – | 0.03% | 78 |
|
|
2020
Q3 | $346K | Sell |
4,383
-48
| -1% | -$3.77K | 0.03% | 76 |
|
|
2020
Q2 | $360K | Sell |
4,431
-28
| -0.6% | -$2.25K | 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% | -$6.79K | 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% | -$6.38K | 0.03% | 73 |
|
|
2018
Q1 | $314K | Hold |
4,650
| – | – | 0.03% | 70 |
|
|
2017
Q4 | $377K | Sell |
4,650
-98
| -2% | -$7.94K | 0.03% | 64 |
|
|
2017
Q3 | $365K | Buy |
4,748
+1,000
| +27% | +$77.8K | 0.03% | 64 |
|
|
2017
Q2 | $287K | Sell |
3,748
-288
| -7% | -$22.6K | 0.03% | 59 |
|
|
2017
Q1 | $313K | Hold |
4,036
| – | – | 0.03% | 59 |
|
|
2016
Q4 | $309K | Sell |
4,036
-115
| -3% | -$8.48K | 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% | +$20.4K | 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% | -$6.89K | 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% | -$32.3K | 0.04% | 49 |
|
|
2014
Q1 | $314K | Sell |
4,422
-450
| -9% | -$30.7K | 0.04% | 48 |
|
|
2013
Q4 | $315K | Buy |
4,872
+461
| +10% | +$29.7K | 0.04% | 50 |
|
|
2013
Q3 | $276K | Hold |
4,411
| – | – | 0.05% | 46 |
|
|
2013
Q2 | $251K | Buy |
+4,411
| New | +$258K | 0.05% | 41 |
|
Other funds holding D
Sadoff Investment Management's D Position: Q3 2022 in Review
Sadoff Investment Management reduced its Dominion Energy (D) stake by 23% in Q3 2022, selling an estimated $80.7K and leaving 3,304 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #77.
Sadoff Investment Management first reported a position in D in Q2 2013 and has held it in 38 quarters since. The position peaked at $377K in Q4 2017. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.
- Sadoff Investment Management held 3,304 shares of Dominion Energy worth $228K as of Q3 2022.
- Sadoff Investment Management sold 1,000 Dominion Energy shares in Q3 2022, an estimated $80.7K.
- Dominion Energy made up 0.02% of Sadoff Investment Management's portfolio in Q3 2022, its #77 holding.
- Sadoff Investment Management first reported a position in Dominion Energy in Q2 2013 and has held it in 38 quarters since.
- Sadoff Investment Management's Dominion Energy position peaked at $377K in Q4 2017.
- 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.
Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.