CJM Wealth Advisers’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 | $246K | Buy |
4,344
+27
| +0.6% | +$1.53K | 0.08% | 61 |
|
|
2025
Q1 | $242K | Buy |
4,317
+23
| +0.5% | +$1.29K | 0.09% | 60 |
|
|
2024
Q4 | $231K | Sell |
4,294
-410
| -9% | -$22.1K | 0.08% | 64 |
|
|
2024
Q3 | $272K | Buy |
4,704
+271
| +6% | +$15.7K | 0.09% | 56 |
|
|
2024
Q2 | $213K | Sell |
4,433
-296
| -6% | -$14.2K | 0.08% | 60 |
|
|
2024
Q1 | $233K | Sell |
4,729
-308
| -6% | -$15.2K | 0.09% | 59 |
|
|
2023
Q4 | $237K | Buy |
5,037
+8
| +0.2% | +$376 | 0.1% | 53 |
|
|
2023
Q3 | $225K | Buy |
+5,029
| New | +$225K | 0.11% | 52 |
|
|
2023
Q2 | – | Sell |
-3,635
| Closed | -$203K | – | 54 |
|
|
2023
Q1 | $203K | Buy |
3,635
+7
| +0.2% | +$391 | 0.12% | 57 |
|
|
2022
Q4 | $222K | Buy |
3,628
+7
| +0.2% | +$429 | 0.14% | 51 |
|
|
2022
Q3 | $250K | Sell |
3,621
-61
| -2% | -$4.22K | 0.18% | 44 |
|
|
2022
Q2 | $294K | Buy |
3,682
+88
| +2% | +$7.02K | 0.2% | 43 |
|
|
2022
Q1 | $305K | Buy |
+3,594
| New | +$305K | 0.21% | 46 |
|