Cidel Asset 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 | $419K | Hold |
7,413
| – | – | 0.03% | 219 |
|
|
2025
Q1 | $416K | Hold |
7,413
| – | – | 0.03% | 211 |
|
|
2024
Q4 | $399K | Hold |
7,413
| – | – | 0.03% | 215 |
|
|
2024
Q3 | $428K | Hold |
7,413
| – | – | 0.03% | 217 |
|
|
2024
Q2 | $363K | Hold |
7,413
| – | – | 0.03% | 219 |
|
|
2024
Q1 | $365K | Buy |
7,413
+486
| +7% | +$23.9K | 0.03% | 229 |
|
|
2023
Q4 | $326K | Buy |
+6,927
| New | +$326K | 0.01% | 240 |
|