CAM
Cobblestone Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
6,620
+206
| +3% | +$11.6K | 0.2% | 53 |
|
|
2025
Q1 | $360K | Buy |
6,414
+842
| +15% | +$47.2K | 0.21% | 48 |
|
|
2024
Q4 | $300K | Buy |
5,572
+8
| +0.1% | +$431 | 0.2% | 43 |
|
|
2024
Q3 | $322K | Buy |
5,564
+7
| +0.1% | +$405 | 0.19% | 40 |
|
|
2024
Q2 | $272K | Buy |
5,557
+1
| +0% | +$49 | 0.18% | 40 |
|
|
2024
Q1 | $273K | Buy |
5,556
+600
| +12% | +$29.5K | 0.19% | 38 |
|
|
2023
Q4 | $233K | Buy |
4,956
+35
| +0.7% | +$1.65K | 0.17% | 36 |
|
|
2023
Q3 | $220K | Buy |
+4,921
| New | +$220K | 0.18% | 39 |
|