Cape Investment Advisory’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 | $23.6K | Hold |
418
| – | – | 0.01% | 475 |
|
|
2025
Q1 | $23.4K | Sell |
418
-53
| -11% | -$2.97K | 0.01% | 449 |
|
|
2024
Q4 | $25.4K | Buy |
471
+300
| +175% | +$16.2K | 0.01% | 445 |
|
|
2024
Q3 | $9.88K | Hold |
171
| – | – | ﹤0.01% | 566 |
|
|
2024
Q2 | $8.38K | Buy |
171
+21
| +14% | +$1.03K | ﹤0.01% | 555 |
|
|
2024
Q1 | $7.38K | Sell |
150
-63
| -30% | -$3.1K | ﹤0.01% | 594 |
|
|
2023
Q4 | $10K | Sell |
213
-1,873
| -90% | -$88K | ﹤0.01% | 663 |
|
|
2023
Q3 | $93.2K | Buy |
2,086
+394
| +23% | +$17.6K | 0.05% | 214 |
|
|
2023
Q2 | $87.6K | Sell |
1,692
-304
| -15% | -$15.7K | 0.05% | 212 |
|
|
2023
Q1 | $112K | Buy |
+1,996
| New | +$112K | 0.07% | 180 |
|