ZWJ Investment Counsel’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 | $300K | Buy |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $294K | Buy |
|
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $318K | Hold |
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|
2022
Q4 | $349K | Hold |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $476K | Sell |
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|
2021
Q4 | $444K | Hold |
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|
2021
Q3 | $413K | Hold |
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|
2021
Q2 | $416K | Hold |
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|
2021
Q1 | $429K | Sell |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q3 | $415K | Hold |
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|
2020
Q2 | $426K | Sell |
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|
2020
Q1 | $412K | Hold |
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|
2019
Q4 | $473K | Buy |
|
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|
2019
Q3 | $386K | Hold |
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|
2019
Q2 | $368K | Sell |
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|
2019
Q1 | $386K | Buy |
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|
2018
Q4 | $298K | Hold |
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|
2018
Q3 | $293K | Hold |
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|
2018
Q2 | $284K | Hold |
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|
2018
Q1 | $281K | Sell |
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|
2017
Q4 | $379K | Buy |
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|
2017
Q3 | $282K | Sell |
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|
2017
Q2 | $300K | Buy |
|
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|
2017
Q1 | $285K | Sell |
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|
2016
Q4 | $291K | Buy |
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|
2016
Q3 | $244K | Hold |
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|
2016
Q2 | $257K | Hold |
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|
2016
Q1 | $248K | Buy |
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|
2015
Q4 | $201K | Hold |
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|
2015
Q3 | $209K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $217K | Buy |
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|
2014
Q4 | $219K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $204K | Sell |
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|
2014
Q1 | $212K | Buy |
|