CarsonAllaria Wealth Management’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 | $1.02K | Hold |
18
| – | – | ﹤0.01% | 337 |
|
|
2025
Q1 | $1.01K | Sell |
18
-95
| -84% | -$5.33K | ﹤0.01% | 345 |
|
|
2024
Q4 | $6.11K | Sell |
113
-89
| -44% | -$4.81K | ﹤0.01% | 280 |
|
|
2024
Q3 | $11.7K | Buy |
202
+19
| +10% | +$1.1K | 0.01% | 248 |
|
|
2024
Q2 | $9K | Sell |
183
-3,579
| -95% | -$176K | 0.01% | 257 |
|
|
2024
Q1 | $185K | Sell |
3,762
-759
| -17% | -$37.3K | 0.12% | 69 |
|
|
2023
Q4 | $213K | Buy |
4,521
+492
| +12% | +$23.1K | 0.15% | 62 |
|
|
2023
Q3 | $180K | Sell |
4,029
-245
| -6% | -$10.9K | 0.15% | 65 |
|
|
2023
Q2 | $221K | Buy |
4,274
+22
| +0.5% | +$1.14K | 0.17% | 63 |
|
|
2023
Q1 | $238K | Buy |
4,252
+24
| +0.6% | +$1.34K | 0.2% | 57 |
|
|
2022
Q4 | $259K | Buy |
4,228
+26
| +0.6% | +$1.59K | 0.23% | 55 |
|
|
2022
Q3 | $290K | Sell |
4,202
-90
| -2% | -$6.21K | 0.27% | 44 |
|
|
2022
Q2 | $343K | Buy |
4,292
+12
| +0.3% | +$959 | 0.32% | 38 |
|
|
2022
Q1 | $364K | Buy |
4,280
+29
| +0.7% | +$2.47K | 0.33% | 39 |
|
|
2021
Q4 | $334K | Buy |
+4,251
| New | +$334K | 0.3% | 44 |
|