Washington Trust 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 | $113K | Hold |
2,000
| – | – | 0.01% | 246 |
|
|
2025
Q1 | $112K | Hold |
2,000
| – | – | 0.01% | 246 |
|
|
2024
Q4 | $108K | Hold |
2,000
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $116K | Hold |
2,000
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $98K | Hold |
2,000
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $98.4K | Hold |
2,000
| – | – | 0.01% | 257 |
|
|
2023
Q4 | $94K | Sell |
2,000
-2,000
| -50% | -$94K | 0.01% | 254 |
|
|
2023
Q3 | $179K | Hold |
4,000
| – | – | 0.02% | 196 |
|
|
2023
Q2 | $207K | Hold |
4,000
| – | – | 0.02% | 179 |
|
|
2023
Q1 | $224K | Hold |
4,000
| – | – | 0.02% | 170 |
|
|
2022
Q4 | $245K | Hold |
4,000
| – | – | 0.03% | 164 |
|
|
2022
Q3 | $276K | Hold |
4,000
| – | – | 0.03% | 171 |
|
|
2022
Q2 | $319K | Sell |
4,000
-520
| -12% | -$41.5K | 0.03% | 162 |
|
|
2022
Q1 | $384K | Hold |
4,520
| – | – | 0.03% | 173 |
|
|
2021
Q4 | $355K | Buy |
+4,520
| New | +$355K | 0.02% | 191 |
|