CAMV
Concord Asset Management (Virginia)’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
20,445
+5,479
| +37% | +$310K | 0.17% | 121 |
|
|
2025
Q1 | $798K | Buy |
14,966
+8,469
| +130% | +$452K | 0.18% | 101 |
|
|
2024
Q4 | $350K | Buy |
6,497
+2,373
| +58% | +$128K | 0.08% | 116 |
|
|
2024
Q3 | $238K | Buy |
+4,124
| New | +$238K | 0.05% | 121 |
|
|
2024
Q1 | – | Sell |
-4,483
| Closed | -$211K | – | 137 |
|
|
2023
Q4 | $211K | Buy |
+4,483
| New | +$211K | 0.06% | 129 |
|