Sit Investment Associates’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 | $20K | Hold |
349
| – | – | ﹤0.01% | 512 |
|
|
2025
Q1 | $20K | Hold |
349
| – | – | ﹤0.01% | 515 |
|
|
2024
Q4 | $19K | Hold |
349
| – | – | ﹤0.01% | 523 |
|
|
2024
Q3 | $20K | Hold |
349
| – | – | ﹤0.01% | 530 |
|
|
2024
Q2 | $17K | Hold |
349
| – | – | ﹤0.01% | 523 |
|
|
2024
Q1 | $17K | Hold |
349
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $16K | Hold |
349
| – | – | ﹤0.01% | 525 |
|
|
2023
Q3 | $16K | Hold |
349
| – | – | ﹤0.01% | 523 |
|
|
2023
Q2 | $18K | Hold |
349
| – | – | ﹤0.01% | 534 |
|
|
2023
Q1 | $20K | Hold |
349
| – | – | ﹤0.01% | 521 |
|
|
2022
Q4 | $21K | Hold |
349
| – | – | ﹤0.01% | 527 |
|
|
2022
Q3 | $24K | Hold |
349
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $28K | Hold |
349
| – | – | ﹤0.01% | 504 |
|
|
2022
Q1 | $30K | Hold |
349
| – | – | ﹤0.01% | 505 |
|
|
2021
Q4 | $27K | Buy |
+349
| New | +$27K | ﹤0.01% | 504 |
|
|
2021
Q3 | – | Sell |
-55,019
| Closed | -$4.05M | – | 484 |
|
|
2021
Q2 | $4.05M | Sell |
55,019
-33,245
| -38% | -$2.45M | 0.1% | 233 |
|
|
2021
Q1 | $6.71M | Sell |
88,264
-72,345
| -45% | -$5.5M | 0.18% | 173 |
|
|
2020
Q4 | $12.1M | Buy |
160,609
+52,574
| +49% | +$3.95M | 0.33% | 90 |
|
|
2020
Q3 | $8.53M | Sell |
108,035
-10,715
| -9% | -$846K | 0.25% | 120 |
|
|
2020
Q2 | $9.64M | Buy |
118,750
+63,400
| +115% | +$5.15M | 0.3% | 106 |
|
|
2020
Q1 | $4M | Buy |
+55,350
| New | +$4M | 0.15% | 174 |
|