Sawyer & 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
Q2 | $96K | Hold |
1,704
| – | – | 0.04% | 105 |
|
|
2025
Q1 | $96K | Hold |
1,704
| – | – | 0.04% | 105 |
|
|
2024
Q4 | $92K | Hold |
1,704
| – | – | 0.03% | 108 |
|
|
2024
Q3 | $98K | Sell |
1,704
-240
| -12% | -$13.8K | 0.04% | 111 |
|
|
2024
Q2 | $95K | Sell |
1,944
-150
| -7% | -$7.33K | 0.04% | 109 |
|
|
2024
Q1 | $103K | Sell |
2,094
-617
| -23% | -$30.4K | 0.04% | 107 |
|
|
2023
Q4 | $127K | Sell |
2,711
-174
| -6% | -$8.15K | 0.06% | 105 |
|
|
2023
Q3 | $129K | Hold |
2,885
| – | – | 0.06% | 103 |
|
|
2023
Q2 | $149K | Sell |
2,885
-218
| -7% | -$11.3K | 0.07% | 102 |
|
|
2023
Q1 | $180K | Sell |
3,103
-52
| -2% | -$3.02K | 0.1% | 96 |
|
|
2022
Q4 | $193K | Hold |
3,155
| – | – | 0.1% | 97 |
|
|
2022
Q3 | $218K | Sell |
3,155
-69
| -2% | -$4.77K | 0.12% | 95 |
|
|
2022
Q2 | $257K | Sell |
3,224
-2,238
| -41% | -$178K | 0.13% | 92 |
|
|
2022
Q1 | $464K | Sell |
5,462
-75
| -1% | -$6.37K | 0.21% | 83 |
|
|
2021
Q4 | $435K | Sell |
5,537
-24
| -0.4% | -$1.89K | 0.19% | 84 |
|
|
2021
Q3 | $406K | Sell |
5,561
-90
| -2% | -$6.57K | 0.19% | 82 |
|
|
2021
Q2 | $416K | Sell |
5,651
-316
| -5% | -$23.3K | 0.19% | 83 |
|
|
2021
Q1 | $453K | Hold |
5,967
| – | – | 0.23% | 79 |
|
|
2020
Q4 | $449K | Sell |
5,967
-300
| -5% | -$22.6K | 0.23% | 79 |
|
|
2020
Q3 | $495K | Sell |
6,267
-60
| -0.9% | -$4.74K | 0.29% | 72 |
|
|
2020
Q2 | $514K | Hold |
6,327
| – | – | 0.32% | 74 |
|
|
2020
Q1 | $457K | Sell |
6,327
-217
| -3% | -$15.7K | 0.36% | 67 |
|
|
2019
Q4 | $542K | Buy |
6,544
+200
| +3% | +$16.6K | 0.35% | 73 |
|
|
2019
Q3 | $514K | Hold |
6,344
| – | – | 0.37% | 68 |
|
|
2019
Q2 | $491K | Sell |
6,344
-600
| -9% | -$46.4K | 0.33% | 75 |
|
|
2019
Q1 | $532K | Hold |
6,944
| – | – | 0.35% | 76 |
|
|
2018
Q4 | $496K | Sell |
6,944
-300
| -4% | -$21.4K | 0.36% | 74 |
|
|
2018
Q3 | $509K | Hold |
7,244
| – | – | 0.31% | 81 |
|
|
2018
Q2 | $494K | Hold |
7,244
| – | – | 0.32% | 77 |
|
|
2018
Q1 | $488K | Hold |
7,244
| – | – | 0.33% | 77 |
|
|
2017
Q4 | $587K | Buy |
+7,244
| New | +$587K | 0.39% | 73 |
|