Carson Wealth (CWM LLC)’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
440,591
+772
| +0.2% | +$43.6K | 0.09% | 202 |
|
|
2025
Q1 | $24.7M | Sell |
439,819
-1,594
| -0.4% | -$89.4K | 0.1% | 188 |
|
|
2024
Q4 | $23.8M | Sell |
441,413
-24,295
| -5% | -$1.31M | 0.1% | 184 |
|
|
2024
Q3 | $26.9M | Sell |
465,708
-8,102
| -2% | -$468K | 0.12% | 160 |
|
|
2024
Q2 | $23.2M | Sell |
473,810
-15,798
| -3% | -$774K | 0.11% | 177 |
|
|
2024
Q1 | $24.1M | Buy |
489,608
+2,009
| +0.4% | +$98.8K | 0.12% | 174 |
|
|
2023
Q4 | $22.9M | Sell |
487,599
-65,958
| -12% | -$3.1M | 0.12% | 166 |
|
|
2023
Q3 | $24.7M | Buy |
553,557
+87,280
| +19% | +$3.9M | 0.15% | 136 |
|
|
2023
Q2 | $24.1M | Sell |
466,277
-7,927
| -2% | -$411K | 0.15% | 132 |
|
|
2023
Q1 | $26.5M | Buy |
474,204
+27,719
| +6% | +$1.55M | 0.18% | 120 |
|
|
2022
Q4 | $27.4M | Buy |
446,485
+36,278
| +9% | +$2.22M | 0.2% | 106 |
|
|
2022
Q3 | $28.3M | Buy |
410,207
+11,338
| +3% | +$784K | 0.23% | 93 |
|
|
2022
Q2 | $31.8M | Buy |
398,869
+15,689
| +4% | +$1.25M | 0.25% | 83 |
|
|
2022
Q1 | $32.6M | Buy |
383,180
+734
| +0.2% | +$62.4K | 0.23% | 80 |
|
|
2021
Q4 | $30M | Buy |
+382,446
| New | +$30M | 0.21% | 94 |
|
|
2021
Q2 | $26.9M | Hold |
365,961
| – | – | 0.21% | 98 |
|
|
2021
Q1 | $26.9M | Hold |
365,961
| – | – | 0.21% | 98 |
|
|
2020
Q4 | $26.9M | Hold |
365,961
| – | – | 0.21% | 98 |
|
|
2020
Q3 | $26.9M | Hold |
365,961
| – | – | 0.21% | 98 |
|
|
2020
Q2 | $26.9M | Hold |
365,961
| – | – | 0.21% | 98 |
|
|
2020
Q1 | $26.9M | Hold |
365,961
| – | – | 0.21% | 98 |
|
|
2019
Q4 | $26.9M | Hold |
365,961
| – | – | 0.21% | 98 |
|
|
2019
Q3 | $26.9M | Hold |
365,961
| – | – | 0.21% | 98 |
|
|
2019
Q2 | $26.9M | Hold |
365,961
| – | – | 0.21% | 98 |
|
|
2019
Q1 | $26.9M | Buy |
365,961
+313,663
| +600% | +$23.1M | 0.21% | 98 |
|
|
2018
Q4 | $3.74M | Buy |
52,298
+41,605
| +389% | +$2.97M | 0.09% | 187 |
|
|
2018
Q3 | $751K | Buy |
10,693
+8,978
| +523% | +$631K | 0.02% | 343 |
|
|
2018
Q2 | $117K | Buy |
1,715
+201
| +13% | +$13.7K | ﹤0.01% | 497 |
|
|
2018
Q1 | $102K | Sell |
1,514
-289
| -16% | -$19.5K | ﹤0.01% | 434 |
|
|
2017
Q4 | $146K | Buy |
1,803
+919
| +104% | +$74.4K | 0.01% | 378 |
|
|
2017
Q3 | $68K | Buy |
884
+282
| +47% | +$21.7K | ﹤0.01% | 466 |
|
|
2017
Q2 | $46K | Hold |
602
| – | – | ﹤0.01% | 494 |
|
|
2017
Q1 | $47K | Sell |
602
-123
| -17% | -$9.6K | ﹤0.01% | 469 |
|
|
2016
Q4 | $56K | Buy |
725
+193
| +36% | +$14.9K | ﹤0.01% | 430 |
|
|
2016
Q3 | $40K | Buy |
+532
| New | +$40K | ﹤0.01% | 446 |
|