Welch & Forbes’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 | $219K | Hold |
3,870
| – | – | ﹤0.01% | 367 |
|
|
2025
Q1 | $217K | Sell |
3,870
-100
| -3% | -$5.61K | ﹤0.01% | 352 |
|
|
2024
Q4 | $214K | Hold |
3,970
| – | – | ﹤0.01% | 369 |
|
|
2024
Q3 | $229K | Buy |
+3,970
| New | +$229K | ﹤0.01% | 364 |
|
|
2024
Q2 | – | Sell |
-4,223
| Closed | -$208K | – | 371 |
|
|
2024
Q1 | $208K | Sell |
4,223
-50
| -1% | -$2.46K | ﹤0.01% | 370 |
|
|
2023
Q4 | $201K | Sell |
4,273
-1,438
| -25% | -$67.6K | ﹤0.01% | 361 |
|
|
2023
Q3 | $255K | Sell |
5,711
-416
| -7% | -$18.6K | ﹤0.01% | 342 |
|
|
2023
Q2 | $317K | Sell |
6,127
-867
| -12% | -$44.9K | 0.01% | 328 |
|
|
2023
Q1 | $391K | Sell |
6,994
-355
| -5% | -$19.8K | 0.01% | 305 |
|
|
2022
Q4 | $451K | Sell |
7,349
-574
| -7% | -$35.2K | 0.01% | 295 |
|
|
2022
Q3 | $547K | Buy |
7,923
+406
| +5% | +$28K | 0.01% | 266 |
|
|
2022
Q2 | $599K | Buy |
7,517
+144
| +2% | +$11.5K | 0.01% | 266 |
|
|
2022
Q1 | $626K | Buy |
7,373
+2,200
| +43% | +$187K | 0.01% | 271 |
|
|
2021
Q4 | $407K | Buy |
5,173
+48
| +0.9% | +$3.78K | 0.01% | 305 |
|
|
2021
Q3 | $374K | Sell |
5,125
-433
| -8% | -$31.6K | 0.01% | 315 |
|
|
2021
Q2 | $409K | Buy |
5,558
+328
| +6% | +$24.1K | 0.01% | 310 |
|
|
2021
Q1 | $397K | Buy |
5,230
+146
| +3% | +$11.1K | 0.01% | 307 |
|
|
2020
Q4 | $382K | Hold |
5,084
| – | – | 0.01% | 307 |
|
|
2020
Q3 | $401K | Hold |
5,084
| – | – | 0.01% | 265 |
|
|
2020
Q2 | $413K | Hold |
5,084
| – | – | 0.01% | 259 |
|
|
2020
Q1 | $367K | Hold |
5,084
| – | – | 0.01% | 256 |
|
|
2019
Q4 | $421K | Hold |
5,084
| – | – | 0.01% | 272 |
|
|
2019
Q3 | $412K | Sell |
5,084
-200
| -4% | -$16.2K | 0.01% | 275 |
|
|
2019
Q2 | $409K | Buy |
5,284
+1,500
| +40% | +$116K | 0.01% | 276 |
|
|
2019
Q1 | $290K | Buy |
3,784
+253
| +7% | +$19.4K | 0.01% | 305 |
|
|
2018
Q4 | $252K | Hold |
3,531
| – | – | 0.01% | 307 |
|
|
2018
Q3 | $248K | Sell |
3,531
-1,650
| -32% | -$116K | 0.01% | 328 |
|
|
2018
Q2 | $353K | Buy |
5,181
+796
| +18% | +$54.2K | 0.01% | 287 |
|
|
2018
Q1 | $296K | Sell |
4,385
-531
| -11% | -$35.8K | 0.01% | 309 |
|
|
2017
Q4 | $398K | Hold |
4,916
| – | – | 0.01% | 264 |
|
|
2017
Q3 | $378K | Sell |
4,916
-172
| -3% | -$13.2K | 0.01% | 267 |
|
|
2017
Q2 | $390K | Buy |
5,088
+148
| +3% | +$11.3K | 0.01% | 270 |
|
|
2017
Q1 | $383K | Sell |
4,940
-627
| -11% | -$48.6K | 0.01% | 268 |
|
|
2016
Q4 | $426K | Buy |
5,567
+85
| +2% | +$6.5K | 0.01% | 259 |
|
|
2016
Q3 | $407K | Hold |
5,482
| – | – | 0.01% | 227 |
|
|
2016
Q2 | $427K | Sell |
5,482
-358
| -6% | -$27.9K | 0.01% | 256 |
|
|
2016
Q1 | $439K | Hold |
5,840
| – | – | 0.01% | 254 |
|
|
2015
Q4 | $395K | Hold |
5,840
| – | – | 0.01% | 254 |
|
|
2015
Q3 | $411K | Sell |
5,840
-1,003
| -15% | -$70.6K | 0.01% | 261 |
|
|
2015
Q2 | $458K | Hold |
6,843
| – | – | 0.01% | 257 |
|
|
2015
Q1 | $485K | Hold |
6,843
| – | – | 0.01% | 254 |
|
|
2014
Q4 | $526K | Sell |
6,843
-700
| -9% | -$53.8K | 0.02% | 254 |
|
|
2014
Q3 | $521K | Sell |
7,543
-1,450
| -16% | -$100K | 0.02% | 261 |
|
|
2014
Q2 | $643K | Buy |
8,993
+666
| +8% | +$47.6K | 0.02% | 230 |
|
|
2014
Q1 | $591K | Sell |
8,327
-57
| -0.7% | -$4.05K | 0.02% | 245 |
|
|
2013
Q4 | $542K | Sell |
8,384
-100
| -1% | -$6.47K | 0.02% | 242 |
|
|
2013
Q3 | $530K | Sell |
8,484
-300
| -3% | -$18.7K | 0.02% | 250 |
|
|
2013
Q2 | $499K | Buy |
+8,784
| New | +$499K | 0.02% | 236 |
|