Tarbox Family Office’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-346
| Closed | -$29K | – | 337 |
|
|
2022
Q1 | $29K | Sell |
346
-209
| -38% | -$16.8K | 0.01% | 238 |
|
|
2021
Q4 | $44K | Hold |
555
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $41K | Sell |
555
-39
| -7% | -$2.97K | 0.01% | 263 |
|
|
2021
Q2 | $44K | Hold |
594
| – | – | 0.01% | 255 |
|
|
2021
Q1 | $45K | Hold |
594
| – | – | 0.01% | 206 |
|
|
2020
Q4 | $45K | Sell |
594
-46
| -7% | -$3.65K | 0.01% | 206 |
|
|
2020
Q3 | $51K | Sell |
640
-7
| -1% | -$550 | 0.01% | 185 |
|
|
2020
Q2 | $53K | Buy |
647
+257
| +66% | +$20.6K | 0.01% | 178 |
|
|
2020
Q1 | $28K | Sell |
390
-506
| -56% | -$41.3K | 0.01% | 213 |
|
|
2019
Q4 | $74K | Sell |
896
-49
| -5% | -$4K | 0.02% | 158 |
|
|
2019
Q3 | $77K | Hold |
945
| – | – | 0.02% | 133 |
|
|
2019
Q2 | $73K | Buy |
945
+75
| +9% | +$5.71K | 0.02% | 143 |
|
|
2019
Q1 | $67K | Buy |
870
+64
| +8% | +$4.67K | 0.02% | 135 |
|
|
2018
Q4 | $58K | Buy |
806
+5
| +0.6% | +$365 | 0.02% | 136 |
|
|
2018
Q3 | $56K | Hold |
801
| – | – | 0.02% | 151 |
|
|
2018
Q2 | $55K | Hold |
801
| – | – | 0.02% | 148 |
|
|
2018
Q1 | $54K | Sell |
801
-31
| -4% | -$2.29K | 0.02% | 153 |
|
|
2017
Q4 | $67K | Buy |
832
+517
| +164% | +$41.9K | 0.03% | 152 |
|
|
2017
Q3 | $24K | Buy |
315
+31
| +11% | +$2.41K | 0.01% | 213 |
|
|
2017
Q2 | $22K | Hold |
284
| – | – | 0.01% | 205 |
|
|
2017
Q1 | $22K | Hold |
284
| – | – | 0.01% | 200 |
|
|
2016
Q4 | $22K | Buy |
284
+54
| +23% | +$3.98K | 0.01% | 168 |
|
|
2016
Q3 | $17K | Hold |
230
| – | – | 0.01% | 189 |
|
|
2016
Q2 | $18K | Hold |
230
| – | – | 0.01% | 175 |
|
|
2016
Q1 | $17K | Hold |
230
| – | – | 0.01% | 184 |
|
|
2015
Q4 | $16K | Hold |
230
| – | – | 0.01% | 179 |
|
|
2015
Q3 | $16K | Hold |
230
| – | – | 0.01% | 179 |
|
|
2015
Q2 | $15K | Hold |
230
| – | – | 0.01% | 182 |
|
|
2015
Q1 | $16K | Hold |
230
| – | – | 0.01% | 180 |
|
|
2014
Q4 | $18K | Hold |
230
| – | – | 0.02% | 171 |
|
|
2014
Q3 | $16K | Buy |
230
+18
| +8% | +$1.24K | 0.01% | 181 |
|
|
2014
Q2 | $15K | Hold |
212
| – | – | 0.01% | 182 |
|
|
2014
Q1 | $14K | Sell |
212
-200
| -49% | -$13.7K | 0.01% | 203 |
|
|
2013
Q4 | $27K | Buy |
+412
| New | +$26.5K | 0.02% | 175 |
|
Other funds holding D
Tarbox Family Office's D Position: Q2 2022 in Review
Tarbox Family Office sold out of Dominion Energy (D) in Q2 2022, closing a stake of 346 shares — an estimated $29K sold.
Tarbox Family Office first reported a position in D in Q4 2013 and held it in 34 quarters. The position peaked at $77K in Q3 2019. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.
- Tarbox Family Office reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
- Tarbox Family Office sold 346 Dominion Energy shares in Q2 2022, an estimated $29K.
- Tarbox Family Office first reported a position in Dominion Energy in Q4 2013 and held it in 34 quarters.
- Tarbox Family Office's Dominion Energy position peaked at $77K in Q3 2019.
- 1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.
Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.