Commonwealth Retirement Investments’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 | $479K | Buy |
8,475
+10
| +0.1% | +$565 | 0.18% | 93 |
|
|
2025
Q1 | $475K | Sell |
8,465
-201
| -2% | -$11.3K | 0.19% | 78 |
|
|
2024
Q4 | $467K | Sell |
8,666
-173
| -2% | -$9.32K | 0.19% | 82 |
|
|
2024
Q3 | $511K | Buy |
8,839
+680
| +8% | +$39.3K | 0.21% | 75 |
|
|
2024
Q2 | $400K | Sell |
8,159
-1,259
| -13% | -$61.7K | 0.18% | 81 |
|
|
2024
Q1 | $463K | Sell |
9,418
-40
| -0.4% | -$1.97K | 0.22% | 68 |
|
|
2023
Q4 | $445K | Sell |
9,458
-435
| -4% | -$20.4K | 0.24% | 69 |
|
|
2023
Q3 | $442K | Buy |
9,893
+260
| +3% | +$11.6K | 0.26% | 63 |
|
|
2023
Q2 | $499K | Buy |
9,633
+111
| +1% | +$5.75K | 0.28% | 55 |
|
|
2023
Q1 | $532K | Buy |
9,522
+606
| +7% | +$33.9K | 0.32% | 48 |
|
|
2022
Q4 | $547K | Buy |
+8,916
| New | +$547K | 0.33% | 46 |
|