CBIZ Investment Advisory Services’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 | $29.6K | Buy |
524
+211
| +67% | +$11.9K | ﹤0.01% | 197 |
|
|
2025
Q1 | $17.6K | Sell |
313
-206
| -40% | -$11.6K | ﹤0.01% | 251 |
|
|
2024
Q4 | $28K | Buy |
519
+260
| +100% | +$14K | ﹤0.01% | 172 |
|
|
2024
Q3 | $15K | Buy |
259
+9
| +4% | +$520 | ﹤0.01% | 235 |
|
|
2024
Q2 | $12.3K | Hold |
250
| – | – | ﹤0.01% | 240 |
|
|
2024
Q1 | $12.3K | Buy |
+250
| New | +$12.3K | ﹤0.01% | 240 |
|
|
2021
Q4 | – | Hold |
0
| – | -$18K | – | 42 |
|
|
2021
Q3 | – | Hold |
0
| – | -$18K | – | 69 |
|
|
2021
Q2 | – | Hold |
0
| – | -$19K | – | 75 |
|
|
2021
Q1 | – | Hold |
0
| – | -$19K | – | 66 |
|
|
2020
Q4 | – | Hold |
0
| – | -$20K | – | 73 |
|
|
2020
Q3 | – | Hold |
0
| – | -$20K | – | 78 |
|
|
2020
Q2 | – | Hold |
0
| – | -$18K | – | 84 |
|
|
2020
Q1 | – | Hold |
0
| – | -$21K | – | 111 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 99 |
|