Caldwell Sutter Capital’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 | $329K | Sell |
5,824
-113
| -2% | -$6.39K | 0.15% | 148 |
|
|
2025
Q1 | $333K | Sell |
5,937
-169
| -3% | -$9.48K | 0.16% | 142 |
|
|
2024
Q4 | $329K | Sell |
6,106
-290
| -5% | -$15.6K | 0.15% | 144 |
|
|
2024
Q3 | $370K | Sell |
6,396
-263
| -4% | -$15.2K | 0.17% | 134 |
|
|
2024
Q2 | $326K | Buy |
6,659
+66
| +1% | +$3.23K | 0.16% | 143 |
|
|
2024
Q1 | $324K | Buy |
6,593
+288
| +5% | +$14.2K | 0.16% | 147 |
|
|
2023
Q4 | $296K | Sell |
6,305
-1,249
| -17% | -$58.7K | 0.15% | 142 |
|
|
2023
Q3 | $337K | Buy |
7,554
+563
| +8% | +$25.2K | 0.19% | 126 |
|
|
2023
Q2 | $362K | Buy |
6,991
+3,695
| +112% | +$191K | 0.19% | 123 |
|
|
2023
Q1 | $184K | Buy |
3,296
+2,796
| +559% | +$156K | 0.13% | 135 |
|
|
2022
Q4 | $30.7K | Buy |
+500
| New | +$30.7K | 0.03% | 203 |
|