Carolinas Wealth Consulting’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 | – | Sell |
-1,487
| Closed | -$83.4K | – | 212 |
|
|
2025
Q1 | $83.4K | Sell |
1,487
-168
| -10% | -$9.42K | 0.02% | 275 |
|
|
2024
Q4 | $89.1K | Sell |
1,655
-364
| -18% | -$19.6K | 0.02% | 268 |
|
|
2024
Q3 | $117K | Sell |
2,019
-32
| -2% | -$1.85K | 0.02% | 236 |
|
|
2024
Q2 | $100K | Sell |
2,051
-1,634
| -44% | -$80.1K | 0.02% | 256 |
|
|
2024
Q1 | $181K | Sell |
3,685
-47,511
| -93% | -$2.34M | 0.04% | 182 |
|
|
2023
Q4 | $217K | Sell |
51,196
-13
| -0% | -$55 | 0.05% | 150 |
|
|
2023
Q3 | $193K | Buy |
51,209
+1,617
| +3% | +$6.1K | 0.05% | 146 |
|
|
2023
Q2 | $151K | Sell |
49,592
-108
| -0.2% | -$329 | 0.03% | 203 |
|
|
2023
Q1 | $165K | Buy |
49,700
+57
| +0.1% | +$189 | 0.04% | 191 |
|
|
2022
Q4 | $173K | Sell |
49,643
-59
| -0.1% | -$206 | 0.04% | 176 |
|
|
2022
Q3 | $193K | Buy |
49,702
+5
| +0% | +$19 | 0.05% | 159 |
|
|
2022
Q2 | $215K | Buy |
49,697
+47,597
| +2,267% | +$206K | 0.05% | 152 |
|
|
2022
Q1 | $178K | Buy |
2,100
+27
| +1% | +$2.29K | 0.04% | 184 |
|
|
2021
Q4 | $163K | Buy |
2,073
+81
| +4% | +$6.37K | 0.04% | 205 |
|
|
2021
Q3 | $145K | Sell |
1,992
-559
| -22% | -$40.7K | 0.03% | 199 |
|
|
2021
Q2 | $188K | Hold |
2,551
| – | – | 0.04% | 172 |
|
|
2021
Q1 | $194K | Sell |
2,551
-27
| -1% | -$2.05K | 0.05% | 167 |
|
|
2020
Q4 | $194K | Buy |
2,578
+331
| +15% | +$24.9K | 0.05% | 153 |
|
|
2020
Q3 | $177K | Sell |
2,247
-152
| -6% | -$12K | 0.06% | 140 |
|
|
2020
Q2 | $195K | Sell |
2,399
-381
| -14% | -$31K | 0.08% | 107 |
|
|
2020
Q1 | $201K | Buy |
+2,780
| New | +$201K | 0.11% | 96 |
|