Capital Asset Advisory Services’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 | $652K | Sell |
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|
2025
Q2 | $616K | Buy |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $532K | Buy |
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|
2024
Q3 | $530K | Buy |
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|
2024
Q2 | $349K | Sell |
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|
2024
Q1 | $446K | Sell |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $536K | Buy |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $672K | Sell |
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|
2022
Q4 | $737K | Buy |
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|
2022
Q3 | $831K | Buy |
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|
2022
Q2 | $783K | Buy |
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|
2022
Q1 | $554K | Sell |
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|
2021
Q4 | $584K | Sell |
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|
2021
Q3 | $545K | Buy |
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|
2021
Q2 | $465K | Sell |
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|
2021
Q1 | $514K | Buy |
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|
2020
Q4 | $358K | Sell |
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|
2020
Q3 | $926K | Sell |
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|
2020
Q2 | $928K | Buy |
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|
2020
Q1 | $349K | Sell |
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|
2019
Q4 | $417K | Buy |
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