CA
Carson Advisory’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
76,231
+215
| +0.3% | +$12.2K | 2.74% | 6 |
|
|
2025
Q1 | $4.26M | Buy |
76,016
+3,821
| +5% | +$214K | 2.87% | 6 |
|
|
2024
Q4 | $3.89M | Buy |
72,195
+3,458
| +5% | +$186K | 2.7% | 7 |
|
|
2024
Q3 | $3.97M | Buy |
68,737
+898
| +1% | +$51.9K | 2.49% | 8 |
|
|
2024
Q2 | $3.32M | Buy |
67,839
+3,677
| +6% | +$180K | 2.33% | 8 |
|
|
2024
Q1 | $3.16M | Buy |
64,162
+5,674
| +10% | +$279K | 2.22% | 7 |
|
|
2023
Q4 | $2.75M | Sell |
58,488
-4,117
| -7% | -$194K | 2.14% | 8 |
|
|
2023
Q3 | $2.8M | Buy |
62,605
+4,488
| +8% | +$200K | 2.45% | 7 |
|
|
2023
Q2 | $3.01M | Buy |
58,117
+7,730
| +15% | +$400K | 2.54% | 7 |
|
|
2023
Q1 | $2.82M | Buy |
50,387
+4,950
| +11% | +$277K | 2.5% | 7 |
|
|
2022
Q4 | $2.79M | Buy |
45,437
+16,908
| +59% | +$1.04M | 2.67% | 7 |
|
|
2022
Q3 | $1.97M | Sell |
28,529
-88
| -0.3% | -$6.08K | 2.19% | 10 |
|
|
2022
Q2 | $2.28M | Sell |
28,617
-157
| -0.5% | -$12.5K | 2.55% | 7 |
|
|
2022
Q1 | $2.45M | Sell |
28,774
-939
| -3% | -$79.8K | 2.43% | 9 |
|
|
2021
Q4 | $2.33M | Buy |
+29,713
| New | +$2.33M | 2.36% | 9 |
|