Violich Capital Management’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 | $263K | Sell |
4,655
-200
| -4% | -$11.3K | 0.04% | 87 |
|
|
2025
Q1 | $272K | Sell |
4,855
-300
| -6% | -$16.8K | 0.04% | 91 |
|
|
2024
Q4 | $278K | Sell |
5,155
-700
| -12% | -$37.8K | 0.04% | 91 |
|
|
2024
Q3 | $338K | Hold |
5,855
| – | – | 0.04% | 96 |
|
|
2024
Q2 | $287K | Sell |
5,855
-5,200
| -47% | -$255K | 0.04% | 97 |
|
|
2024
Q1 | $544K | Hold |
11,055
| – | – | 0.08% | 79 |
|
|
2023
Q4 | $520K | Sell |
11,055
-6,041
| -35% | -$284K | 0.08% | 73 |
|
|
2023
Q3 | $764K | Hold |
17,096
| – | – | 0.13% | 65 |
|
|
2023
Q2 | $885K | Sell |
17,096
-100
| -0.6% | -$5.18K | 0.14% | 64 |
|
|
2023
Q1 | $961K | Hold |
17,196
| – | – | 0.16% | 62 |
|
|
2022
Q4 | $1.05M | Sell |
17,196
-4,566
| -21% | -$280K | 0.19% | 60 |
|
|
2022
Q3 | $1.5M | Sell |
21,762
-66
| -0.3% | -$4.56K | 0.28% | 49 |
|
|
2022
Q2 | $1.74M | Sell |
21,828
-132
| -0.6% | -$10.5K | 0.31% | 47 |
|
|
2022
Q1 | $1.87M | Sell |
21,960
-70
| -0.3% | -$5.95K | 0.28% | 46 |
|
|
2021
Q4 | $1.73M | Sell |
22,030
-100
| -0.5% | -$7.86K | 0.25% | 51 |
|
|
2021
Q3 | $1.62M | Buy |
22,130
+3,425
| +18% | +$250K | 0.26% | 48 |
|
|
2021
Q2 | $1.38M | Sell |
18,705
-3,575
| -16% | -$263K | 0.23% | 58 |
|
|
2021
Q1 | $1.69M | Sell |
22,280
-1,450
| -6% | -$110K | 0.31% | 47 |
|
|
2020
Q4 | $1.78M | Sell |
23,730
-7,000
| -23% | -$526K | 0.34% | 39 |
|
|
2020
Q3 | $2.43M | Sell |
30,730
-1,550
| -5% | -$122K | 0.51% | 39 |
|
|
2020
Q2 | $2.62M | Hold |
32,280
| – | – | 0.57% | 35 |
|
|
2020
Q1 | $2.33M | Buy |
32,280
+130
| +0.4% | +$9.38K | 0.62% | 34 |
|
|
2019
Q4 | $2.66M | Sell |
32,150
-550
| -2% | -$45.6K | 0.58% | 37 |
|
|
2019
Q3 | $2.65M | Buy |
32,700
+4,250
| +15% | +$344K | 0.64% | 35 |
|
|
2019
Q2 | $2.2M | Sell |
28,450
-50
| -0.2% | -$3.87K | 0.54% | 37 |
|
|
2019
Q1 | $2.19M | Hold |
28,500
| – | – | 0.55% | 37 |
|
|
2018
Q4 | $2.04M | Sell |
28,500
-175
| -0.6% | -$12.5K | 0.58% | 37 |
|
|
2018
Q3 | $2.02M | Buy |
28,675
+2,400
| +9% | +$169K | 0.46% | 44 |
|
|
2018
Q2 | $1.79M | Sell |
26,275
-587
| -2% | -$40K | 0.45% | 43 |
|
|
2018
Q1 | $1.81M | Buy |
26,862
+400
| +2% | +$27K | 0.48% | 42 |
|
|
2017
Q4 | $2.15M | Buy |
26,462
+1,850
| +8% | +$150K | 0.55% | 42 |
|
|
2017
Q3 | $1.89M | Sell |
24,612
-150
| -0.6% | -$11.5K | 0.52% | 42 |
|
|
2017
Q2 | $1.9M | Buy |
24,762
+4,500
| +22% | +$345K | 0.55% | 42 |
|
|
2017
Q1 | $1.57M | Hold |
20,262
| – | – | 0.48% | 45 |
|
|
2016
Q4 | $1.46M | Sell |
20,262
-130
| -0.6% | -$9.38K | 0.45% | 47 |
|
|
2016
Q3 | $1.52M | Buy |
20,392
+500
| +3% | +$37.1K | 0.53% | 43 |
|
|
2016
Q2 | $1.55M | Sell |
19,892
-100
| -0.5% | -$7.79K | 0.49% | 43 |
|
|
2016
Q1 | $1.5M | Buy |
19,992
+150
| +0.8% | +$11.3K | 0.48% | 42 |
|
|
2015
Q4 | $1.34M | Buy |
19,842
+250
| +1% | +$16.9K | 0.44% | 41 |
|
|
2015
Q3 | $1.38M | Buy |
19,592
+1,200
| +7% | +$84.5K | 0.48% | 38 |
|
|
2015
Q2 | $1.23M | Buy |
18,392
+100
| +0.5% | +$6.69K | 0.4% | 42 |
|
|
2015
Q1 | $1.3M | Sell |
18,292
-1,890
| -9% | -$134K | 0.42% | 42 |
|
|
2014
Q4 | $1.55M | Buy |
20,182
+500
| +3% | +$38.5K | 0.49% | 41 |
|
|
2014
Q3 | $1.36M | Buy |
19,682
+920
| +5% | +$63.6K | 0.44% | 38 |
|
|
2014
Q2 | $1.34M | Buy |
18,762
+50
| +0.3% | +$3.58K | 0.45% | 41 |
|
|
2014
Q1 | $1.33M | Sell |
18,712
-1,100
| -6% | -$78.1K | 0.46% | 39 |
|
|
2013
Q4 | $1.28M | Buy |
19,812
+207
| +1% | +$13.4K | 0.46% | 37 |
|
|
2013
Q3 | $1.23M | Buy |
19,605
+650
| +3% | +$40.6K | 0.48% | 39 |
|
|
2013
Q2 | $1.08M | Buy |
+18,955
| New | +$1.08M | 0.44% | 43 |
|