Tower Bridge Advisors’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 | – | Sell |
-4,504
| Closed | -$253K | – | 192 |
|
|
2025
Q1 | $253K | Sell |
4,504
-8
| -0.2% | -$449 | 0.03% | 168 |
|
|
2024
Q4 | $243K | Hold |
4,512
| – | – | 0.03% | 177 |
|
|
2024
Q3 | $261K | Sell |
4,512
-1,456
| -24% | -$84.1K | 0.03% | 174 |
|
|
2024
Q2 | $292K | Sell |
5,968
-300
| -5% | -$14.7K | 0.03% | 162 |
|
|
2024
Q1 | $308K | Sell |
6,268
-650
| -9% | -$32K | 0.03% | 174 |
|
|
2023
Q4 | $325K | Hold |
6,918
| – | – | 0.03% | 189 |
|
|
2023
Q3 | $309K | Sell |
6,918
-2,029
| -23% | -$90.6K | 0.03% | 190 |
|
|
2023
Q2 | $463K | Sell |
8,947
-5,121
| -36% | -$265K | 0.04% | 153 |
|
|
2023
Q1 | $787K | Sell |
14,068
-975
| -6% | -$54.5K | 0.06% | 153 |
|
|
2022
Q4 | $922K | Buy |
15,043
+400
| +3% | +$24.5K | 0.08% | 138 |
|
|
2022
Q3 | $1.01M | Sell |
14,643
-600
| -4% | -$41.5K | 0.09% | 127 |
|
|
2022
Q2 | $1.22M | Buy |
15,243
+200
| +1% | +$16K | 0.1% | 127 |
|
|
2022
Q1 | $1.28M | Sell |
15,043
-400
| -3% | -$34K | 0.09% | 136 |
|
|
2021
Q4 | $1.21M | Sell |
15,443
-1,000
| -6% | -$78.6K | 0.07% | 143 |
|
|
2021
Q3 | $1.2M | Sell |
16,443
-396
| -2% | -$28.9K | 0.08% | 141 |
|
|
2021
Q2 | $1.24M | Sell |
16,839
-1,725
| -9% | -$127K | 0.08% | 143 |
|
|
2021
Q1 | $1.41M | Buy |
18,564
+875
| +5% | +$66.5K | 0.11% | 129 |
|
|
2020
Q4 | $1.33M | Buy |
17,689
+9,589
| +118% | +$721K | 0.11% | 126 |
|
|
2020
Q3 | $639K | Sell |
8,100
-1,696
| -17% | -$134K | 0.07% | 129 |
|
|
2020
Q2 | $795K | Hold |
9,796
| – | – | 0.09% | 117 |
|
|
2020
Q1 | $707K | Sell |
9,796
-50
| -0.5% | -$3.61K | 0.09% | 120 |
|
|
2019
Q4 | $815K | Sell |
9,846
-375
| -4% | -$31.1K | 0.09% | 129 |
|
|
2019
Q3 | $821K | Hold |
10,221
| – | – | 0.09% | 128 |
|
|
2019
Q2 | $790K | Hold |
10,221
| – | – | 0.09% | 132 |
|
|
2019
Q1 | $784K | Sell |
10,221
-500
| -5% | -$38.3K | 0.09% | 129 |
|
|
2018
Q4 | $766K | Sell |
10,721
-279
| -3% | -$19.9K | 0.1% | 125 |
|
|
2018
Q3 | $773K | Buy |
11,000
+75
| +0.7% | +$5.27K | 0.08% | 133 |
|
|
2018
Q2 | $745K | Hold |
10,925
| – | – | 0.08% | 131 |
|
|
2018
Q1 | $737K | Hold |
10,925
| – | – | 0.08% | 133 |
|
|
2017
Q4 | $886K | Buy |
10,925
+100
| +0.9% | +$8.11K | 0.1% | 123 |
|
|
2017
Q3 | $833K | Sell |
10,825
-1,000
| -8% | -$76.9K | 0.09% | 123 |
|
|
2017
Q2 | $906K | Buy |
11,825
+700
| +6% | +$53.6K | 0.1% | 120 |
|
|
2017
Q1 | $863K | Hold |
11,125
| – | – | 0.1% | 121 |
|
|
2016
Q4 | $852K | Sell |
11,125
-100
| -0.9% | -$7.66K | 0.1% | 123 |
|
|
2016
Q3 | $834K | Sell |
11,225
-800
| -7% | -$59.4K | 0.1% | 124 |
|
|
2016
Q2 | $937K | Sell |
12,025
-873
| -7% | -$68K | 0.12% | 119 |
|
|
2016
Q1 | $969K | Buy |
12,898
+350
| +3% | +$26.3K | 0.12% | 113 |
|
|
2015
Q4 | $849K | Sell |
12,548
-150
| -1% | -$10.1K | 0.11% | 116 |
|
|
2015
Q3 | $894K | Hold |
12,698
| – | – | 0.12% | 110 |
|
|
2015
Q2 | $849K | Sell |
12,698
-8,476
| -40% | -$567K | 0.11% | 114 |
|
|
2015
Q1 | $1.5M | Buy |
21,174
+523
| +3% | +$37.1K | 0.19% | 97 |
|
|
2014
Q4 | $1.59M | Hold |
20,651
| – | – | 0.2% | 98 |
|
|
2014
Q3 | $1.43M | Sell |
20,651
-945
| -4% | -$65.3K | 0.18% | 98 |
|
|
2014
Q2 | $1.54M | Sell |
21,596
-3,000
| -12% | -$215K | 0.19% | 97 |
|
|
2014
Q1 | $1.75M | Sell |
24,596
-4,578
| -16% | -$325K | 0.22% | 88 |
|
|
2013
Q4 | $1.89M | Sell |
29,174
-784
| -3% | -$50.7K | 0.25% | 84 |
|
|
2013
Q3 | $1.87M | Sell |
29,958
-1,200
| -4% | -$75K | 0.27% | 83 |
|
|
2013
Q2 | $1.77M | Buy |
+31,158
| New | +$1.77M | 0.26% | 84 |
|