Tompkins Financial’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $243K | Hold |
|
|||||
|
2025
Q2 | $224K | Sell |
|
|||||
|
2025
Q1 | $245K | Hold |
|
|||||
|
2024
Q4 | $235K | Buy |
|
|||||
|
2024
Q3 | $220K | Buy |
|
|||||
|
2024
Q2 | $182K | Hold |
|
|||||
|
2024
Q1 | $183K | Buy |
|
|||||
|
2023
Q4 | $170K | Hold |
|
|||||
|
2023
Q3 | $162K | Hold |
|
|||||
|
2023
Q2 | $187K | Buy |
|
|||||
|
2023
Q1 | $186K | Sell |
|
|||||
|
2022
Q4 | $304K | Buy |
|
|||||
|
2022
Q3 | $266K | Hold |
|
|||||
|
2022
Q2 | $308K | Sell |
|
|||||
|
2022
Q1 | $421K | Buy |
|
|||||
|
2021
Q4 | $181K | Sell |
|
|||||
|
2021
Q3 | $170K | Buy |
|
|||||
|
2021
Q1 | $182K | Sell |
|
|||||
|
2020
Q4 | $195K | Sell |
|
|||||
|
2020
Q3 | $355K | Buy |
|
|||||
|
2020
Q2 | $359K | Sell |
|
|||||
|
2020
Q1 | $355K | Hold |
|
|||||
|
2019
Q4 | $407K | Buy |
|
|||||
|
2019
Q3 | $316K | Hold |
|
|||||
|
2019
Q2 | $302K | Sell |
|
|||||
|
2019
Q1 | $347K | Sell |
|
|||||
|
2018
Q4 | $369K | Hold |
|
|||||
|
2018
Q3 | $363K | Sell |
|
|||||
|
2018
Q2 | $366K | Buy |
|
|||||
|
2018
Q1 | $361K | Buy |
|
|||||
|
2017
Q4 | $335K | Buy |
|
|||||
|
2017
Q3 | $303K | Hold |
|
|||||
|
2017
Q2 | $302K | Sell |
|
|||||
|
2017
Q1 | $320K | Sell |
|
|||||
|
2016
Q4 | $347K | Sell |
|
|||||
|
2016
Q3 | $348K | Sell |
|
|||||
|
2016
Q2 | $2.31M | Buy |
|
|||||
|
2016
Q1 | $2.08M | Buy |
|
|||||
|
2015
Q4 | $255K | Sell |
|
|||||
|
2015
Q3 | $272K | Hold |
|
|||||
|
2015
Q2 | $259K | Hold |
|
|||||
|
2015
Q1 | $274K | Hold |
|
|||||
|
2014
Q4 | $298K | Hold |
|
|||||
|
2014
Q3 | $267K | Hold |
|
|||||
|
2014
Q2 | $277K | Hold |
|
|||||
|
2014
Q1 | $275K | Hold |
|
|||||
|
2013
Q4 | $250K | Hold |
|
|||||
|
2013
Q3 | $242K | Hold |
|
|||||
|
2013
Q2 | $220K | Buy |
|