Brown, Lisle/Cummings’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
$93.8K Hold
2025
Q2
$86.6K Hold
2025
Q1
$86K Buy
2024
Q4
$80.3K Sell
2024
Q3
$218K Hold
2024
Q2
$185K Buy
2024
Q1
$137K Hold
2023
Q4
$130K Buy
2023
Q3
$22.3K Hold
2023
Q2
$25.9K Sell
2023
Q1
$34.2K Hold
2022
Q4
$37.5K Sell
2022
Q3
$50.8K Hold
2022
Q2
$58.7K Hold
2022
Q1
$62.5K Hold
2021
Q4
$57.7K Buy