Welch Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $468K | Buy |
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|
2025
Q2 | $429K | Buy |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $430K | Hold |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $419K | Buy |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $538K | Sell |
|
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|
2023
Q1 | $633K | Buy |
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|
2022
Q4 | $669K | Sell |
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|
2022
Q3 | $792K | Sell |
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|
2022
Q2 | $941K | Sell |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $928K | Hold |
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|
2021
Q3 | $863K | Buy |
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|
2021
Q2 | $566K | Sell |
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|
2021
Q1 | $591K | Buy |
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|
2020
Q4 | $570K | Sell |
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|
2020
Q3 | $608K | Buy |
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|
2020
Q2 | $601K | Buy |
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|
2020
Q1 | $429K | Hold |
|
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|
2019
Q4 | $492K | Hold |
|
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|
2019
Q3 | $482K | Hold |
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|
2019
Q2 | $460K | Hold |
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|
2019
Q1 | $456K | Buy |
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|
2018
Q4 | $375K | Hold |
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|
2018
Q3 | $369 | Hold |
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|
2018
Q2 | $358K | Sell |
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|
2018
Q1 | $358K | Buy |
|
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|
2017
Q4 | $425K | Buy |
|
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|
2017
Q3 | $399K | Sell |
|
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|
2017
Q2 | $726K | Buy |
|
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|
2017
Q1 | $402K | Hold |
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|
2016
Q4 | $397K | Buy |
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|
2016
Q3 | $379K | Sell |
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|
2016
Q2 | $426K | Buy |
|
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|
2016
Q1 | $405K | Hold |
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|
2015
Q4 | $365K | Hold |
|
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|
2015
Q3 | $380K | Sell |
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|
2015
Q2 | $371K | Buy |
|
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|
2015
Q1 | $382 | Sell |
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|
2014
Q4 | $428K | Hold |
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|
2014
Q3 | $385K | Hold |
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|
2014
Q2 | $398K | Buy |
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|
2014
Q1 | $372K | Hold |
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|
2013
Q4 | $339K | Hold |
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|
2013
Q3 | $328K | Hold |
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|
2013
Q2 | $298K | Buy |
|