Centennial Wealth Advisory’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 | $610K | Buy |
10,795
+610
| +6% | +$34.5K | 0.19% | 70 |
|
|
2025
Q1 | $571K | Buy |
10,185
+1,653
| +19% | +$92.7K | 0.21% | 62 |
|
|
2024
Q4 | $460K | Buy |
8,532
+893
| +12% | +$48.1K | 0.18% | 71 |
|
|
2024
Q3 | $441K | Buy |
7,639
+258
| +3% | +$14.9K | 0.17% | 73 |
|
|
2024
Q2 | $362K | Buy |
7,381
+199
| +3% | +$9.75K | 0.16% | 83 |
|
|
2024
Q1 | $353K | Buy |
7,182
+184
| +3% | +$9.05K | 0.16% | 86 |
|
|
2023
Q4 | $329K | Sell |
6,998
-680
| -9% | -$32K | 0.17% | 93 |
|
|
2023
Q3 | $343K | Sell |
7,678
-54
| -0.7% | -$2.41K | 0.18% | 83 |
|
|
2023
Q2 | $400K | Buy |
+7,732
| New | +$400K | 0.21% | 69 |
|
|
2022
Q3 | – | Sell |
-5,621
| Closed | -$449K | – | 114 |
|
|
2022
Q2 | $449K | Buy |
5,621
+2,507
| +81% | +$200K | 0.25% | 58 |
|
|
2022
Q1 | $265K | Buy |
3,114
+529
| +20% | +$45K | 0.14% | 77 |
|
|
2021
Q4 | $203K | Buy |
+2,585
| New | +$203K | 0.11% | 92 |
|