TF
Tompkins Financial’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
3,970
-400
| -9% | -$22.6K | 0.02% | 176 |
|
|
2025
Q1 | $245K | Hold |
4,370
| – | – | 0.02% | 167 |
|
|
2024
Q4 | $235K | Buy |
4,370
+560
| +15% | +$30.2K | 0.02% | 167 |
|
|
2024
Q3 | $220K | Buy |
3,810
+90
| +2% | +$5.2K | 0.02% | 185 |
|
|
2024
Q2 | $182K | Hold |
3,720
| – | – | 0.02% | 211 |
|
|
2024
Q1 | $183K | Buy |
3,720
+100
| +3% | +$4.92K | 0.02% | 209 |
|
|
2023
Q4 | $170K | Hold |
3,620
| – | – | 0.02% | 212 |
|
|
2023
Q3 | $162K | Hold |
3,620
| – | – | 0.03% | 191 |
|
|
2023
Q2 | $187K | Buy |
3,620
+300
| +9% | +$15.5K | 0.03% | 184 |
|
|
2023
Q1 | $186K | Sell |
3,320
-1,634
| -33% | -$91.4K | 0.03% | 186 |
|
|
2022
Q4 | $304K | Buy |
4,954
+1,100
| +29% | +$67.5K | 0.05% | 145 |
|
|
2022
Q3 | $266K | Hold |
3,854
| – | – | 0.04% | 149 |
|
|
2022
Q2 | $308K | Sell |
3,854
-1,100
| -22% | -$87.9K | 0.05% | 144 |
|
|
2022
Q1 | $421K | Buy |
4,954
+2,654
| +115% | +$226K | 0.06% | 137 |
|
|
2021
Q4 | $181K | Sell |
2,300
-27
| -1% | -$2.13K | 0.03% | 141 |
|
|
2021
Q3 | $170K | Buy |
+2,327
| New | +$170K | 0.03% | 141 |
|
|
2021
Q1 | $182K | Sell |
2,402
-197
| -8% | -$14.9K | 0.03% | 139 |
|
|
2020
Q4 | $195K | Sell |
2,599
-1,893
| -42% | -$142K | 0.04% | 129 |
|
|
2020
Q3 | $355K | Buy |
4,492
+75
| +2% | +$5.93K | 0.07% | 116 |
|
|
2020
Q2 | $359K | Sell |
4,417
-495
| -10% | -$40.2K | 0.08% | 113 |
|
|
2020
Q1 | $355K | Hold |
4,912
| – | – | 0.08% | 109 |
|
|
2019
Q4 | $407K | Buy |
4,912
+1,010
| +26% | +$83.7K | 0.07% | 122 |
|
|
2019
Q3 | $316K | Hold |
3,902
| – | – | 0.06% | 136 |
|
|
2019
Q2 | $302K | Sell |
3,902
-630
| -14% | -$48.8K | 0.06% | 138 |
|
|
2019
Q1 | $347K | Sell |
4,532
-630
| -12% | -$48.2K | 0.07% | 130 |
|
|
2018
Q4 | $369K | Hold |
5,162
| – | – | 0.08% | 126 |
|
|
2018
Q3 | $363K | Sell |
5,162
-207
| -4% | -$14.6K | 0.07% | 138 |
|
|
2018
Q2 | $366K | Buy |
5,369
+17
| +0.3% | +$1.16K | 0.08% | 135 |
|
|
2018
Q1 | $361K | Buy |
5,352
+1,214
| +29% | +$81.9K | 0.08% | 136 |
|
|
2017
Q4 | $335K | Buy |
4,138
+197
| +5% | +$15.9K | 0.08% | 137 |
|
|
2017
Q3 | $303K | Hold |
3,941
| – | – | 0.07% | 139 |
|
|
2017
Q2 | $302K | Sell |
3,941
-186
| -5% | -$14.3K | 0.08% | 133 |
|
|
2017
Q1 | $320K | Sell |
4,127
-404
| -9% | -$31.3K | 0.08% | 122 |
|
|
2016
Q4 | $347K | Sell |
4,531
-154
| -3% | -$11.8K | 0.09% | 119 |
|
|
2016
Q3 | $348K | Sell |
4,685
-24,943
| -84% | -$1.85M | 0.1% | 114 |
|
|
2016
Q2 | $2.31M | Buy |
29,628
+1,938
| +7% | +$151K | 0.68% | 41 |
|
|
2016
Q1 | $2.08M | Buy |
27,690
+23,924
| +635% | +$1.8M | 0.66% | 47 |
|
|
2015
Q4 | $255K | Sell |
3,766
-104
| -3% | -$7.04K | 0.08% | 149 |
|
|
2015
Q3 | $272K | Hold |
3,870
| – | – | 0.09% | 141 |
|
|
2015
Q2 | $259K | Hold |
3,870
| – | – | 0.07% | 147 |
|
|
2015
Q1 | $274K | Hold |
3,870
| – | – | 0.07% | 145 |
|
|
2014
Q4 | $298K | Hold |
3,870
| – | – | 0.07% | 141 |
|
|
2014
Q3 | $267K | Hold |
3,870
| – | – | 0.07% | 144 |
|
|
2014
Q2 | $277K | Hold |
3,870
| – | – | 0.07% | 145 |
|
|
2014
Q1 | $275K | Hold |
3,870
| – | – | 0.07% | 141 |
|
|
2013
Q4 | $250K | Hold |
3,870
| – | – | 0.06% | 142 |
|
|
2013
Q3 | $242K | Hold |
3,870
| – | – | 0.07% | 141 |
|
|
2013
Q2 | $220K | Buy |
+3,870
| New | +$220K | 0.07% | 148 |
|