Commonwealth Financial Services’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 | – | Sell |
-4,217
| Closed | -$236K | – | 215 |
|
|
2025
Q1 | $236K | Buy |
4,217
+7
| +0.2% | +$392 | 0.05% | 174 |
|
|
2024
Q4 | $227K | Sell |
4,210
-1,015
| -19% | -$54.7K | 0.04% | 177 |
|
|
2024
Q3 | $304K | Buy |
5,225
+416
| +9% | +$24.2K | 0.06% | 149 |
|
|
2024
Q2 | $237K | Sell |
4,809
-189
| -4% | -$9.32K | 0.05% | 168 |
|
|
2024
Q1 | $235K | Hold |
4,998
| – | – | 0.06% | 164 |
|
|
2023
Q4 | $235K | Sell |
4,998
-2,912
| -37% | -$137K | 0.06% | 164 |
|
|
2023
Q3 | $353K | Buy |
+7,910
| New | +$353K | 0.11% | 118 |
|
|
2017
Q1 | $78K | Buy |
1,004
+66
| +7% | +$5.13K | 0.09% | 83 |
|
|
2016
Q4 | $71K | Hold |
938
| – | – | 0.07% | 76 |
|
|
2016
Q3 | $70K | Sell |
938
-228
| -20% | -$17K | 0.07% | 70 |
|
|
2016
Q2 | $91K | Sell |
1,166
-465
| -29% | -$36.3K | 0.11% | 71 |
|
|
2016
Q1 | $123K | Buy |
1,631
+918
| +129% | +$69.2K | 0.18% | 50 |
|
|
2015
Q4 | $48K | Hold |
713
| – | – | 0.16% | 72 |
|
|
2015
Q3 | $50K | Hold |
713
| – | – | 0.06% | 75 |
|
|
2015
Q2 | $48K | Hold |
713
| – | – | 0.05% | 90 |
|
|
2015
Q1 | $51K | Hold |
713
| – | – | 0.04% | 88 |
|
|
2014
Q4 | $55K | Buy |
+713
| New | +$55K | 0.05% | 84 |
|