D DOMINION RES INC VA NEW

Ownership history in Bison Wealth, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in DOMINION RES INC VA NEW (D). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.62% (2014 Q4)
Avg. % of fund
0.2%
First filed
2014 Q4
Last filed
2024 Q3
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 7,559 +638 +9.2% 0.07% $437K $53.97
2024 Q2 UNCHANGED 6,921 0% 0.06% $340K $45.21
2024 Q1 ADDED 6,921 +283 +4.3% 0.06% $340K $44.82
2023 Q4 REDUCED 6,638 -369 -5.3% 0.06% $312K $42.24
2023 Q3 REDUCED 7,007 -1,011 -12.6% 0.06% $313K $39.57
2023 Q2 ADDED 8,018 +2,705 +50.9% 0.08% $415K $45.26
2023 Q1 REDUCED 5,313 -426 -7.4% 0.09% $295K $48.21
2022 Q4 REDUCED 5,739 -10 -0.2% 0.11% $360K $52.23
2022 Q3 ADDED 5,749 +1,127 +24.4% 0.16% $397K $58.22
2022 Q2 UNCHANGED 4,622 0% 0.21% $369K $66.68
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    D price (monthly, adj. close)
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