CKW Financial Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,200
| Closed | -$65K | – | 210 |
|
|
2024
Q4 | $65K | Hold |
1,200
| – | – | 0.01% | 115 |
|
|
2024
Q3 | $70K | Hold |
1,200
| – | – | 0.01% | 115 |
|
|
2024
Q2 | $58K | Hold |
1,200
| – | – | 0.01% | 126 |
|
|
2024
Q1 | $59K | Hold |
1,200
| – | – | 0.01% | 129 |
|
|
2023
Q4 | $56K | Buy |
1,200
+400
| +50% | +$18.7K | 0.01% | 132 |
|
|
2023
Q3 | $36K | Hold |
800
| – | – | 0.01% | 140 |
|
|
2023
Q2 | $41K | Hold |
800
| – | – | 0.01% | 136 |
|
|
2023
Q1 | $45K | Buy |
+800
| New | +$45K | 0.01% | 119 |
|