CB
Cadence Bank’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
12,933
+680
| +6% | +$38.4K | 0.05% | 195 |
|
|
2025
Q1 | $687K | Buy |
12,253
+2,692
| +28% | +$151K | 0.05% | 192 |
|
|
2024
Q4 | $515K | Buy |
9,561
+189
| +2% | +$10.2K | 0.03% | 221 |
|
|
2024
Q3 | $542K | Sell |
9,372
-61,698
| -87% | -$3.57M | 0.04% | 214 |
|
|
2024
Q2 | $3.48M | Sell |
71,070
-48,946
| -41% | -$2.4M | 0.26% | 82 |
|
|
2024
Q1 | $5.9M | Buy |
120,016
+993
| +0.8% | +$48.8K | 0.43% | 55 |
|
|
2023
Q4 | $5.59M | Buy |
119,023
+719
| +0.6% | +$33.8K | 0.45% | 50 |
|
|
2023
Q3 | $5.28M | Sell |
118,304
-3,115
| -3% | -$139K | 0.46% | 50 |
|
|
2023
Q2 | $6.29M | Buy |
121,419
+1,041
| +0.9% | +$53.9K | 0.55% | 42 |
|
|
2023
Q1 | $6.73M | Buy |
120,378
+49,186
| +69% | +$2.75M | 0.62% | 39 |
|
|
2022
Q4 | $4.37M | Buy |
71,192
+65,117
| +1,072% | +$3.99M | 0.4% | 61 |
|
|
2022
Q3 | $420K | Buy |
+6,075
| New | +$420K | 0.04% | 229 |
|
|
2020
Q3 | – | Sell |
-3,222
| Closed | -$262K | – | 181 |
|
|
2020
Q2 | $262K | Buy |
3,222
+312
| +11% | +$25.4K | 0.05% | 164 |
|
|
2020
Q1 | $210K | Sell |
2,910
-45,708
| -94% | -$3.3M | 0.05% | 166 |
|
|
2019
Q4 | $4.03M | Buy |
48,618
+213
| +0.4% | +$17.6K | 0.74% | 37 |
|
|
2019
Q3 | $3.92M | Buy |
+48,405
| New | +$3.92M | 0.37% | 48 |
|
|
2018
Q1 | – | Sell |
-2,893
| Closed | -$235K | – | 246 |
|
|
2017
Q4 | $235K | Buy |
+2,893
| New | +$235K | 0.02% | 224 |
|