Security National Trust’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.81M | Hold |
24,593
| – | – | 0.42% | 72 |
|
|
2021
Q2 | $1.81M | Sell |
24,593
-1,283
| -5% | -$94.4K | 0.4% | 74 |
|
|
2021
Q1 | $1.97M | Sell |
25,876
-860
| -3% | -$65.3K | 0.46% | 68 |
|
|
2020
Q4 | $2.01M | Buy |
26,736
+790
| +3% | +$59.4K | 0.5% | 64 |
|
|
2020
Q3 | $2.05M | Sell |
25,946
-263
| -1% | -$20.8K | 0.58% | 57 |
|
|
2020
Q2 | $2.13M | Buy |
26,209
+136
| +0.5% | +$11K | 0.64% | 55 |
|
|
2020
Q1 | $1.88M | Buy |
26,073
+321
| +1% | +$23.2K | 0.69% | 55 |
|
|
2019
Q4 | $2.13M | Sell |
25,752
-172
| -0.7% | -$14.2K | 0.62% | 56 |
|
|
2019
Q3 | $2.1M | Sell |
25,924
-563
| -2% | -$45.6K | 0.66% | 53 |
|
|
2019
Q2 | $2.05M | Sell |
26,487
-65
| -0.2% | -$5.03K | 0.64% | 53 |
|
|
2019
Q1 | $2.04M | Buy |
26,552
+1,515
| +6% | +$116K | 0.65% | 55 |
|
|
2018
Q4 | $1.79M | Sell |
25,037
-110
| -0.4% | -$7.86K | 0.66% | 54 |
|
|
2018
Q3 | $1.77M | Sell |
25,147
-135
| -0.5% | -$9.49K | 0.55% | 61 |
|
|
2018
Q2 | $1.72M | Sell |
25,282
-717
| -3% | -$48.9K | 0.57% | 58 |
|
|
2018
Q1 | $1.75M | Sell |
25,999
-1,815
| -7% | -$122K | 0.58% | 57 |
|
|
2017
Q4 | $2.26M | Sell |
27,814
-928
| -3% | -$75.2K | 0.73% | 48 |
|
|
2017
Q3 | $2.21M | Sell |
28,742
-404
| -1% | -$31.1K | 0.73% | 48 |
|
|
2017
Q2 | $2.23M | Sell |
29,146
-147
| -0.5% | -$11.3K | 0.75% | 45 |
|
|
2017
Q1 | $2.27M | Sell |
29,293
-1,558
| -5% | -$121K | 0.77% | 41 |
|
|
2016
Q4 | $2.36M | Sell |
30,851
-631
| -2% | -$48.3K | 0.85% | 34 |
|
|
2016
Q3 | $2.34M | Sell |
31,482
-981
| -3% | -$72.9K | 0.85% | 36 |
|
|
2016
Q2 | $2.53M | Sell |
32,463
-231
| -0.7% | -$18K | 0.93% | 33 |
|
|
2016
Q1 | $2.46M | Sell |
32,694
-390
| -1% | -$29.3K | 0.92% | 32 |
|
|
2015
Q4 | $2.24M | Sell |
33,084
-205
| -0.6% | -$13.9K | 0.88% | 35 |
|
|
2015
Q3 | $2.34M | Sell |
33,289
-453
| -1% | -$31.9K | 0.91% | 35 |
|
|
2015
Q2 | $2.26M | Sell |
33,742
-50
| -0.1% | -$3.34K | 0.81% | 37 |
|
|
2015
Q1 | $2.39M | Sell |
33,792
-448
| -1% | -$31.7K | 0.85% | 37 |
|
|
2014
Q4 | $2.63M | Sell |
34,240
-2,577
| -7% | -$198K | 0.96% | 35 |
|
|
2014
Q3 | $2.54M | Sell |
36,817
-147
| -0.4% | -$10.2K | 1.04% | 31 |
|
|
2014
Q2 | $2.64M | Buy |
36,964
+373
| +1% | +$26.7K | 1.03% | 32 |
|
|
2014
Q1 | $2.6M | Buy |
36,591
+641
| +2% | +$45.5K | 1.05% | 31 |
|
|
2013
Q4 | $2.33M | Sell |
35,950
-575
| -2% | -$37.2K | 0.96% | 34 |
|
|
2013
Q3 | $2.28M | Buy |
36,525
+2,011
| +6% | +$126K | 1.03% | 31 |
|
|
2013
Q2 | $1.96M | Buy |
+34,514
| New | +$1.96M | 0.95% | 33 |
|