Caldwell Trust’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 | $918K | Buy |
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|
2025
Q2 | $651K | Hold |
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|
2025
Q1 | $646K | Hold |
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|
2024
Q4 | $621K | Hold |
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|
2024
Q3 | $666K | Hold |
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|
2024
Q2 | $565K | Hold |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $625K | Sell |
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|
2023
Q3 | $653K | Sell |
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|
2023
Q2 | $882K | Hold |
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|
2023
Q1 | $952K | Hold |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $1.32M | Hold |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $1.34M | Buy |
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