CarsonAllaria Wealth Management’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
Sell
2025
Q2
$1.02K Hold
2025
Q1
$1.01K Sell
2024
Q4
$6.11K Sell
2024
Q3
$11.7K Buy
2024
Q2
$9K Sell
2024
Q1
$185K Sell
2023
Q4
$213K Buy
2023
Q3
$180K Sell
2023
Q2
$221K Buy
2023
Q1
$238K Buy
2022
Q4
$259K Buy
2022
Q3
$290K Sell
2022
Q2
$343K Buy
2022
Q1
$364K Buy
2021
Q4
$334K Buy