Clearstead Trust’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9K | Sell |
|
|||||
|
2025
Q1 | $51.3K | Buy |
|
|||||
|
2024
Q4 | $29K | Hold |
|
|||||
|
2024
Q3 | $31.1K | Hold |
|
|||||
|
2024
Q2 | $26.4K | Hold |
|
|||||
|
2024
Q1 | $26.5K | Sell |
|
|||||
|
2023
Q4 | $32.1K | Sell |
|
|||||
|
2023
Q3 | $65K | Sell |
|
|||||
|
2023
Q2 | $124K | Buy |
|
|||||
|
2023
Q1 | $133K | Buy |
|
|||||
|
2022
Q4 | $146K | Buy |
|
|||||
|
2022
Q3 | $164K | Buy |
|