Centurion 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 | $368K | Buy |
6,504
+71
| +1% | +$4.01K | 0.11% | 156 |
|
|
2025
Q1 | $346K | Hold |
6,433
| – | – | 0.11% | 138 |
|
|
2024
Q4 | $346K | Sell |
6,433
-1,555
| -19% | -$83.8K | 0.11% | 138 |
|
|
2024
Q3 | $462K | Buy |
+7,988
| New | +$462K | 0.15% | 109 |
|
|
2024
Q1 | $484K | Buy |
9,839
+390
| +4% | +$19.2K | 0.19% | 89 |
|
|
2023
Q4 | $444K | Buy |
9,449
+61
| +0.6% | +$2.87K | 0.19% | 90 |
|
|
2023
Q3 | $419K | Sell |
9,388
-218
| -2% | -$9.74K | 0.21% | 84 |
|
|
2023
Q2 | $497K | Buy |
9,606
+153
| +2% | +$7.92K | 0.24% | 73 |
|
|
2023
Q1 | $529K | Buy |
9,453
+281
| +3% | +$15.7K | 0.27% | 68 |
|
|
2022
Q4 | $562K | Buy |
+9,172
| New | +$562K | 0.32% | 65 |
|