Cassaday & Co 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 | $1.53M | Buy |
27,039
+550
| +2% | +$31.1K | 0.04% | 97 |
|
|
2025
Q1 | $1.49M | Sell |
26,489
-119
| -0.4% | -$6.67K | 0.04% | 90 |
|
|
2024
Q4 | $1.43M | Sell |
26,608
-1,642
| -6% | -$88.4K | 0.04% | 88 |
|
|
2024
Q3 | $1.63M | Sell |
28,250
-1,710
| -6% | -$98.8K | 0.05% | 82 |
|
|
2024
Q2 | $1.47M | Sell |
29,960
-536
| -2% | -$26.3K | 0.05% | 84 |
|
|
2024
Q1 | $1.5M | Sell |
30,496
-2,080
| -6% | -$102K | 0.05% | 81 |
|
|
2023
Q4 | $1.53M | Sell |
32,576
-6
| -0% | -$282 | 0.05% | 73 |
|
|
2023
Q3 | $1.46M | Sell |
32,582
-1,516
| -4% | -$67.7K | 0.06% | 69 |
|
|
2023
Q2 | $1.77M | Sell |
34,098
-683
| -2% | -$35.4K | 0.07% | 59 |
|
|
2023
Q1 | $1.94M | Sell |
34,781
-202
| -0.6% | -$11.3K | 0.08% | 51 |
|
|
2022
Q4 | $2.15M | Buy |
+34,983
| New | +$2.15M | 0.1% | 49 |
|