Brown, Lisle/Cummings’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 | $86.6K | Hold |
1,533
| – | – | 0.02% | 286 |
|
|
2025
Q1 | $86K | Buy |
1,533
+43
| +3% | +$2.41K | 0.02% | 284 |
|
|
2024
Q4 | $80.3K | Sell |
1,490
-2,276
| -60% | -$123K | 0.02% | 286 |
|
|
2024
Q3 | $218K | Hold |
3,766
| – | – | 0.07% | 197 |
|
|
2024
Q2 | $185K | Buy |
3,766
+990
| +36% | +$48.5K | 0.06% | 208 |
|
|
2024
Q1 | $137K | Hold |
2,776
| – | – | 0.05% | 224 |
|
|
2023
Q4 | $130K | Buy |
2,776
+2,276
| +455% | +$107K | 0.05% | 217 |
|
|
2023
Q3 | $22.3K | Hold |
500
| – | – | 0.01% | 327 |
|
|
2023
Q2 | $25.9K | Sell |
500
-111
| -18% | -$5.75K | 0.01% | 316 |
|
|
2023
Q1 | $34.2K | Hold |
611
| – | – | 0.02% | 292 |
|
|
2022
Q4 | $37.5K | Sell |
611
-124
| -17% | -$7.6K | 0.02% | 277 |
|
|
2022
Q3 | $50.8K | Hold |
735
| – | – | 0.03% | 252 |
|
|
2022
Q2 | $58.7K | Hold |
735
| – | – | 0.03% | 245 |
|
|
2022
Q1 | $62.5K | Hold |
735
| – | – | 0.03% | 244 |
|
|
2021
Q4 | $57.7K | Buy |
+735
| New | +$57.7K | 0.03% | 255 |
|