Welch Group’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 | $429K | Buy |
7,597
+236
| +3% | +$13.3K | 0.02% | 170 |
|
|
2025
Q1 | $405K | Sell |
7,361
-305
| -4% | -$16.8K | 0.02% | 166 |
|
|
2024
Q4 | $413K | Sell |
7,666
-233
| -3% | -$12.6K | 0.02% | 167 |
|
|
2024
Q3 | $456K | Sell |
7,899
-879
| -10% | -$50.8K | 0.02% | 158 |
|
|
2024
Q2 | $430K | Hold |
8,778
| – | – | 0.02% | 156 |
|
|
2024
Q1 | $432K | Sell |
8,778
-136
| -2% | -$6.69K | 0.02% | 137 |
|
|
2023
Q4 | $419K | Buy |
8,914
+133
| +2% | +$6.25K | 0.02% | 137 |
|
|
2023
Q3 | $392K | Sell |
8,781
-1,600
| -15% | -$71.5K | 0.02% | 128 |
|
|
2023
Q2 | $538K | Sell |
10,381
-949
| -8% | -$49.1K | 0.03% | 102 |
|
|
2023
Q1 | $633K | Buy |
11,330
+419
| +4% | +$23.4K | 0.04% | 94 |
|
|
2022
Q4 | $669K | Sell |
10,911
-551
| -5% | -$33.8K | 0.04% | 98 |
|
|
2022
Q3 | $792K | Sell |
11,462
-327
| -3% | -$22.6K | 0.05% | 80 |
|
|
2022
Q2 | $941K | Sell |
11,789
-11
| -0.1% | -$878 | 0.06% | 79 |
|
|
2022
Q1 | $1M | Sell |
11,800
-15
| -0.1% | -$1.28K | 0.06% | 82 |
|
|
2021
Q4 | $928K | Hold |
11,815
| – | – | 0.05% | 90 |
|
|
2021
Q3 | $863K | Buy |
11,815
+4,122
| +54% | +$301K | 0.06% | 86 |
|
|
2021
Q2 | $566K | Sell |
7,693
-84
| -1% | -$6.18K | 0.04% | 100 |
|
|
2021
Q1 | $591K | Buy |
7,777
+203
| +3% | +$15.4K | 0.04% | 97 |
|
|
2020
Q4 | $570K | Sell |
7,574
-129
| -2% | -$9.71K | 0.05% | 90 |
|
|
2020
Q3 | $608K | Buy |
7,703
+300
| +4% | +$23.7K | 0.05% | 82 |
|
|
2020
Q2 | $601K | Buy |
7,403
+1,460
| +25% | +$119K | 0.06% | 75 |
|
|
2020
Q1 | $429K | Hold |
5,943
| – | – | 0.05% | 83 |
|
|
2019
Q4 | $492K | Hold |
5,943
| – | – | 0.05% | 78 |
|
|
2019
Q3 | $482K | Hold |
5,943
| – | – | 0.05% | 78 |
|
|
2019
Q2 | $460K | Hold |
5,943
| – | – | 0.05% | 75 |
|
|
2019
Q1 | $456K | Buy |
5,943
+696
| +13% | +$53.4K | 0.05% | 75 |
|
|
2018
Q4 | $375K | Hold |
5,247
| – | – | 0.05% | 77 |
|
|
2018
Q3 | $369 | Hold |
5,247
| – | – | 0.04% | 87 |
|
|
2018
Q2 | $358K | Sell |
5,247
-60
| -1% | -$4.09K | 0.04% | 82 |
|
|
2018
Q1 | $358K | Buy |
5,307
+60
| +1% | +$4.05K | 0.05% | 83 |
|
|
2017
Q4 | $425K | Buy |
5,247
+62
| +1% | +$5.02K | 0.07% | 72 |
|
|
2017
Q3 | $399K | Sell |
5,185
-4,283
| -45% | -$330K | 0.07% | 65 |
|
|
2017
Q2 | $726K | Buy |
9,468
+4,283
| +83% | +$328K | 0.12% | 55 |
|
|
2017
Q1 | $402K | Hold |
5,185
| – | – | 0.08% | 61 |
|
|
2016
Q4 | $397K | Buy |
5,185
+82
| +2% | +$6.28K | 0.08% | 66 |
|
|
2016
Q3 | $379K | Sell |
5,103
-362
| -7% | -$26.9K | 0.08% | 70 |
|
|
2016
Q2 | $426K | Buy |
5,465
+70
| +1% | +$5.46K | 0.09% | 57 |
|
|
2016
Q1 | $405K | Hold |
5,395
| – | – | 0.07% | 71 |
|
|
2015
Q4 | $365K | Hold |
5,395
| – | – | 0.07% | 72 |
|
|
2015
Q3 | $380K | Sell |
5,395
-150
| -3% | -$10.6K | 0.07% | 67 |
|
|
2015
Q2 | $371K | Buy |
5,545
+150
| +3% | +$10K | 0.07% | 71 |
|
|
2015
Q1 | $382 | Sell |
5,395
-175
| -3% | -$12 | 0.07% | 70 |
|
|
2014
Q4 | $428K | Hold |
5,570
| – | – | 0.08% | 68 |
|
|
2014
Q3 | $385K | Hold |
5,570
| – | – | 0.08% | 69 |
|
|
2014
Q2 | $398K | Buy |
5,570
+325
| +6% | +$23.2K | 0.08% | 70 |
|
|
2014
Q1 | $372K | Hold |
5,245
| – | – | 0.08% | 67 |
|
|
2013
Q4 | $339K | Hold |
5,245
| – | – | 0.08% | 70 |
|
|
2013
Q3 | $328K | Hold |
5,245
| – | – | 0.08% | 69 |
|
|
2013
Q2 | $298K | Buy |
+5,245
| New | +$298K | 0.08% | 70 |
|