Carson Wealth (CWM LLC)’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 | $3.26M | Sell |
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|
2025
Q2 | $24.9M | Buy |
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|
2025
Q1 | $24.7M | Sell |
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|
2024
Q4 | $23.8M | Sell |
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|
2024
Q3 | $26.9M | Sell |
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|
2024
Q2 | $23.2M | Sell |
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|
2024
Q1 | $24.1M | Buy |
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|
2023
Q4 | $22.9M | Sell |
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|
2023
Q3 | $24.7M | Buy |
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|
2023
Q2 | $24.1M | Sell |
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|
2023
Q1 | $26.5M | Buy |
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|
2022
Q4 | $27.4M | Buy |
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|
2022
Q3 | $28.3M | Buy |
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|
2022
Q2 | $31.8M | Buy |
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|
2022
Q1 | $32.6M | Buy |
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|
2021
Q4 | $30M | Buy |
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|
2021
Q2 | $26.9M | Hold |
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|
2021
Q1 | $26.9M | Hold |
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|
2020
Q4 | $26.9M | Hold |
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|
2020
Q3 | $26.9M | Hold |
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|
2020
Q2 | $26.9M | Hold |
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|
2020
Q1 | $26.9M | Hold |
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|
2019
Q4 | $26.9M | Hold |
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|
2019
Q3 | $26.9M | Hold |
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|
2019
Q2 | $26.9M | Hold |
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|
2019
Q1 | $26.9M | Buy |
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|
2018
Q4 | $3.74M | Buy |
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|
2018
Q3 | $751K | Buy |
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|
2018
Q2 | $117K | Buy |
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|
2018
Q1 | $102K | Sell |
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|
2017
Q4 | $146K | Buy |
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|
2017
Q3 | $68K | Buy |
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|
2017
Q2 | $46K | Hold |
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|
2017
Q1 | $47K | Sell |
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|
2016
Q4 | $56K | Buy |
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|
2016
Q3 | $40K | Buy |
|