Colonial Trust’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 | $396K | Sell |
7,011
-240
| -3% | -$13.6K | 0.06% | 208 |
|
|
2025
Q1 | $407K | Sell |
7,251
-1,072
| -13% | -$60.1K | 0.06% | 195 |
|
|
2024
Q4 | $448K | Sell |
8,323
-3,740
| -31% | -$201K | 0.07% | 188 |
|
|
2024
Q3 | $697K | Buy |
12,063
+5,373
| +80% | +$311K | 0.11% | 148 |
|
|
2024
Q2 | $328K | Sell |
6,690
-151
| -2% | -$7.4K | 0.06% | 199 |
|
|
2024
Q1 | $337K | Buy |
6,841
+3,444
| +101% | +$169K | 0.06% | 191 |
|
|
2023
Q4 | $160K | Sell |
3,397
-4,717
| -58% | -$222K | 0.03% | 301 |
|
|
2023
Q3 | $362K | Sell |
8,114
-143
| -2% | -$6.39K | 0.09% | 158 |
|
|
2023
Q2 | $428K | Buy |
8,257
+308
| +4% | +$16K | 0.1% | 148 |
|
|
2023
Q1 | $444K | Buy |
7,949
+430
| +6% | +$24K | 0.11% | 145 |
|
|
2022
Q4 | $461K | Sell |
7,519
-265
| -3% | -$16.3K | 0.13% | 130 |
|
|
2022
Q3 | $538K | Buy |
+7,784
| New | +$538K | 0.17% | 119 |
|