Cape Investment Advisory’s Dominion Energy D Stock Holding History

Cape Investment Advisory’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$23.6K	Hold
2025 Q1	$23.4K	Sell
2024 Q4	$25.4K	Buy
2024 Q3	$9.88K	Hold
2024 Q2	$8.38K	Buy
2024 Q1	$7.38K	Sell
2023 Q4	$10K	Sell
2023 Q3	$93.2K	Buy
2023 Q2	$87.6K	Sell
2023 Q1	$112K	Buy