Salem Investment Counselors’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 | $329K | Sell |
5,817
-150
| -3% | -$8.48K | 0.01% | 319 |
|
2025
Q1 | $335K | Sell |
5,967
-255
| -4% | -$14.3K | 0.01% | 303 |
|
2024
Q4 | $335K | Buy |
6,222
+500
| +9% | +$26.9K | 0.01% | 302 |
|
2024
Q3 | $331K | Buy |
5,722
+40
| +0.7% | +$2.31K | 0.01% | 310 |
|
2024
Q2 | $278K | Buy |
5,682
+283
| +5% | +$13.9K | 0.01% | 323 |
|
2024
Q1 | $266K | Sell |
5,399
-53
| -1% | -$2.61K | 0.01% | 320 |
|
2023
Q4 | $256K | Sell |
5,452
-1,020
| -16% | -$47.9K | 0.01% | 324 |
|
2023
Q3 | $289K | Hold |
6,472
| – | – | 0.01% | 290 |
|
2023
Q2 | $335K | Sell |
6,472
-280
| -4% | -$14.5K | 0.01% | 275 |
|
2023
Q1 | $378K | Sell |
6,752
-3,077
| -31% | -$172K | 0.02% | 270 |
|
2022
Q4 | $603K | Sell |
9,829
-3,752
| -28% | -$230K | 0.03% | 226 |
|
2022
Q3 | $939K | Hold |
13,581
| – | – | 0.04% | 179 |
|
2022
Q2 | $1.08M | Buy |
13,581
+235
| +2% | +$18.8K | 0.05% | 174 |
|
2022
Q1 | $1.13M | Buy |
13,346
+60
| +0.5% | +$5.1K | 0.04% | 178 |
|
2021
Q4 | $1.04M | Buy |
13,286
+2,076
| +19% | +$163K | 0.04% | 185 |
|
2021
Q3 | $819K | Buy |
11,210
+755
| +7% | +$55.2K | 0.04% | 191 |
|
2021
Q2 | $769K | Buy |
10,455
+950
| +10% | +$69.9K | 0.04% | 194 |
|
2021
Q1 | $722K | Sell |
9,505
-401
| -4% | -$30.5K | 0.04% | 177 |
|
2020
Q4 | $745K | Hold |
9,906
| – | – | 0.05% | 170 |
|
2020
Q3 | $782K | Sell |
9,906
-305
| -3% | -$24.1K | 0.06% | 157 |
|
2020
Q2 | $829K | Sell |
10,211
-160
| -2% | -$13K | 0.07% | 150 |
|
2020
Q1 | $749K | Buy |
10,371
+201
| +2% | +$14.5K | 0.08% | 146 |
|
2019
Q4 | $842K | Buy |
10,170
+133
| +1% | +$11K | 0.07% | 150 |
|
2019
Q3 | $813K | Hold |
10,037
| – | – | 0.07% | 147 |
|
2019
Q2 | $776K | Buy |
10,037
+601
| +6% | +$46.5K | 0.07% | 153 |
|
2019
Q1 | $663K | Hold |
9,436
| – | – | 0.07% | 141 |
|
2018
Q4 | $674K | Hold |
9,436
| – | – | 0.08% | 125 |
|
2018
Q3 | $663K | Hold |
9,436
| – | – | 0.07% | 141 |
|
2018
Q2 | $643K | Hold |
9,436
| – | – | 0.06% | 142 |
|
2018
Q1 | $636K | Buy |
9,436
+243
| +3% | +$16.4K | 0.07% | 135 |
|
2017
Q4 | $745K | Buy |
9,193
+140
| +2% | +$11.3K | 0.08% | 133 |
|
2017
Q3 | $698K | Sell |
9,053
-288
| -3% | -$22.2K | 0.08% | 131 |
|
2017
Q2 | $716K | Buy |
9,341
+108
| +1% | +$8.28K | 0.08% | 142 |
|
2017
Q1 | $714K | Buy |
9,233
+5,092
| +123% | +$394K | 0.08% | 160 |
|
2016
Q4 | $317K | Sell |
4,141
-7,135
| -63% | -$546K | 0.04% | 212 |
|
2016
Q3 | $8.38K | Sell |
11,276
-80
| -0.7% | -$59 | 0.11% | 128 |
|
2016
Q2 | $885K | Sell |
11,356
-295
| -3% | -$23K | 0.11% | 140 |
|
2016
Q1 | $875K | Buy |
11,651
+70
| +0.6% | +$5.26K | 0.11% | 136 |
|
2015
Q4 | $783K | Buy |
11,581
+460
| +4% | +$31.1K | 0.1% | 143 |
|
2015
Q3 | $776K | Sell |
11,121
-515
| -4% | -$35.9K | 0.1% | 149 |
|
2015
Q2 | $778K | Sell |
11,636
-50
| -0.4% | -$3.34K | 0.09% | 152 |
|
2015
Q1 | $828K | Sell |
11,686
-669
| -5% | -$47.4K | 0.1% | 153 |
|
2014
Q4 | $950K | Sell |
12,355
-40
| -0.3% | -$3.08K | 0.11% | 145 |
|
2014
Q3 | $856K | Sell |
12,395
-1,170
| -9% | -$80.8K | 0.1% | 152 |
|
2014
Q2 | $970K | Sell |
13,565
-860
| -6% | -$61.5K | 0.12% | 146 |
|
2014
Q1 | $1.02M | Buy |
14,425
+400
| +3% | +$28.4K | 0.13% | 142 |
|
2013
Q4 | $907K | Buy |
14,025
+650
| +5% | +$42K | 0.12% | 150 |
|
2013
Q3 | $836K | Hold |
13,375
| – | – | 0.12% | 148 |
|
2013
Q2 | $760K | Buy |
+13,375
| New | +$760K | 0.11% | 151 |
|