WhitTier Trust Company’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 | $575K | Sell |
10,167
-118
| -1% | -$6.67K | 0.01% | 385 |
|
|
2025
Q1 | $577K | Buy |
10,285
+590
| +6% | +$33.1K | 0.01% | 364 |
|
|
2024
Q4 | $522K | Buy |
9,695
+361
| +4% | +$19.4K | 0.01% | 361 |
|
|
2024
Q3 | $539K | Sell |
9,334
-6
| -0.1% | -$347 | 0.01% | 349 |
|
|
2024
Q2 | $458K | Sell |
9,340
-2,006
| -18% | -$98.3K | 0.01% | 357 |
|
|
2024
Q1 | $558K | Sell |
11,346
-2,202
| -16% | -$108K | 0.02% | 331 |
|
|
2023
Q4 | $637K | Buy |
13,548
+173
| +1% | +$8.13K | 0.02% | 315 |
|
|
2023
Q3 | $597K | Sell |
13,375
-160
| -1% | -$7.15K | 0.02% | 318 |
|
|
2023
Q2 | $701K | Buy |
13,535
+2,718
| +25% | +$141K | 0.02% | 305 |
|
|
2023
Q1 | $605K | Buy |
10,817
+124
| +1% | +$6.93K | 0.02% | 317 |
|
|
2022
Q4 | $656K | Sell |
10,693
-13
| -0.1% | -$797 | 0.03% | 313 |
|
|
2022
Q3 | $740K | Sell |
10,706
-116
| -1% | -$8.02K | 0.03% | 295 |
|
|
2022
Q2 | $864K | Sell |
10,822
-1,466
| -12% | -$117K | 0.04% | 286 |
|
|
2022
Q1 | $1.04M | Buy |
12,288
+1,870
| +18% | +$159K | 0.04% | 280 |
|
|
2021
Q4 | $819K | Sell |
10,418
-1,792
| -15% | -$141K | 0.03% | 301 |
|
|
2021
Q3 | $892K | Buy |
12,210
+225
| +2% | +$16.4K | 0.04% | 281 |
|
|
2021
Q2 | $881K | Buy |
11,985
+6
| +0.1% | +$441 | 0.04% | 280 |
|
|
2021
Q1 | $909K | Sell |
11,979
-930
| -7% | -$70.6K | 0.04% | 267 |
|
|
2020
Q4 | $971K | Buy |
12,909
+16
| +0.1% | +$1.2K | 0.05% | 247 |
|
|
2020
Q3 | $1.02M | Sell |
12,893
-2,797
| -18% | -$221K | 0.06% | 221 |
|
|
2020
Q2 | $1.27M | Hold |
15,690
| – | – | 0.08% | 190 |
|
|
2020
Q1 | $1.13M | Sell |
15,690
-500
| -3% | -$36.1K | 0.09% | 181 |
|
|
2019
Q4 | $1.34M | Sell |
16,190
-132
| -0.8% | -$10.9K | 0.09% | 186 |
|
|
2019
Q3 | $1.32M | Buy |
16,322
+2,571
| +19% | +$208K | 0.09% | 178 |
|
|
2019
Q2 | $1.06M | Hold |
13,751
| – | – | 0.08% | 189 |
|
|
2019
Q1 | $1.05M | Buy |
13,751
+3,685
| +37% | +$282K | 0.08% | 188 |
|
|
2018
Q4 | $719K | Sell |
10,066
-275
| -3% | -$19.6K | 0.06% | 213 |
|
|
2018
Q3 | $727K | Hold |
10,341
| – | – | 0.05% | 228 |
|
|
2018
Q2 | $705K | Sell |
10,341
-130
| -1% | -$8.86K | 0.06% | 224 |
|
|
2018
Q1 | $706K | Sell |
10,471
-956
| -8% | -$64.5K | 0.06% | 225 |
|
|
2017
Q4 | $927K | Sell |
11,427
-215
| -2% | -$17.4K | 0.08% | 204 |
|
|
2017
Q3 | $896K | Hold |
11,642
| – | – | 0.08% | 197 |
|
|
2017
Q2 | $893K | Sell |
11,642
-3
| -0% | -$230 | 0.09% | 195 |
|
|
2017
Q1 | $903K | Sell |
11,645
-500
| -4% | -$38.8K | 0.09% | 192 |
|
|
2016
Q4 | $930K | Buy |
12,145
+4,350
| +56% | +$333K | 0.1% | 184 |
|
|
2016
Q3 | $579K | Sell |
7,795
-120
| -2% | -$8.91K | 0.07% | 221 |
|
|
2016
Q2 | $617K | Buy |
7,915
+150
| +2% | +$11.7K | 0.07% | 223 |
|
|
2016
Q1 | $584K | Buy |
7,765
+750
| +11% | +$56.4K | 0.07% | 226 |
|
|
2015
Q4 | $475K | Sell |
7,015
-482
| -6% | -$32.6K | 0.06% | 241 |
|
|
2015
Q3 | $528K | Sell |
7,497
-65
| -0.9% | -$4.58K | 0.06% | 236 |
|
|
2015
Q2 | $506K | Sell |
7,562
-650
| -8% | -$43.5K | 0.06% | 248 |
|
|
2015
Q1 | $582K | Hold |
8,212
| – | – | 0.06% | 234 |
|
|
2014
Q4 | $632K | Hold |
8,212
| – | – | 0.07% | 228 |
|
|
2014
Q3 | $567K | Sell |
8,212
-50
| -0.6% | -$3.45K | 0.07% | 236 |
|
|
2014
Q2 | $591K | Sell |
8,262
-295
| -3% | -$21.1K | 0.07% | 233 |
|
|
2014
Q1 | $607K | Sell |
8,557
-252
| -3% | -$17.9K | 0.07% | 217 |
|
|
2013
Q4 | $569K | Buy |
8,809
+97
| +1% | +$6.27K | 0.07% | 216 |
|
|
2013
Q3 | $544K | Sell |
8,712
-125
| -1% | -$7.81K | 0.07% | 204 |
|
|
2013
Q2 | $502K | Buy |
+8,837
| New | +$502K | 0.07% | 207 |
|