SWK
Stephen W. Kidder’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Hold |
8,157
| – | – | 0.14% | 57 |
|
|
2025
Q1 | $457K | Hold |
8,157
| – | – | 0.14% | 54 |
|
|
2024
Q4 | $439K | Hold |
8,157
| – | – | 0.13% | 51 |
|
|
2024
Q3 | $471K | Sell |
8,157
-1,282
| -14% | -$74.1K | 0.14% | 51 |
|
|
2024
Q2 | $463K | Hold |
9,439
| – | – | 0.14% | 54 |
|
|
2024
Q1 | $464K | Hold |
9,439
| – | – | 0.15% | 53 |
|
|
2023
Q4 | $444K | Hold |
9,439
| – | – | 0.14% | 54 |
|
|
2023
Q3 | $422K | Hold |
9,439
| – | – | 0.15% | 58 |
|
|
2023
Q2 | $489K | Hold |
9,439
| – | – | 0.16% | 57 |
|
|
2023
Q1 | $528K | Sell |
9,439
-650
| -6% | -$36.3K | 0.18% | 54 |
|
|
2022
Q4 | $619K | Buy |
+10,089
| New | +$619K | 0.23% | 52 |
|
|
2016
Q3 | – | Sell |
-4,960
| Closed | -$387K | – | 98 |
|
|
2016
Q2 | $387K | Hold |
4,960
| – | – | 0.15% | 78 |
|
|
2016
Q1 | $373K | Hold |
4,960
| – | – | 0.15% | 77 |
|
|
2015
Q4 | $335K | Hold |
4,960
| – | – | 0.14% | 79 |
|
|
2015
Q3 | $350K | Sell |
4,960
-125
| -2% | -$8.82K | 0.18% | 67 |
|
|
2015
Q2 | $340K | Sell |
5,085
-50
| -1% | -$3.34K | 0.15% | 74 |
|
|
2015
Q1 | $363K | Sell |
5,135
-125
| -2% | -$8.84K | 0.16% | 77 |
|
|
2014
Q4 | $404K | Hold |
5,260
| – | – | 0.18% | 75 |
|
|
2014
Q3 | $364K | Buy |
5,260
+1,600
| +44% | +$111K | 0.17% | 78 |
|
|
2014
Q2 | $261K | Sell |
3,660
-1,000
| -21% | -$71.3K | 0.17% | 56 |
|
|
2014
Q1 | $330K | Hold |
4,660
| – | – | 0.22% | 55 |
|
|
2013
Q4 | $302K | Hold |
4,660
| – | – | 0.21% | 53 |
|
|
2013
Q3 | $291K | Sell |
4,660
-260
| -5% | -$16.2K | 0.22% | 54 |
|
|
2013
Q2 | $280K | Buy |
+4,920
| New | +$280K | 0.23% | 56 |
|