Concurrent Investment Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
29,580
-5,958
| -17% | -$337K | 0.03% | 471 |
|
|
2025
Q1 | $1.99M | Buy |
35,538
+1,902
| +6% | +$107K | 0.05% | 363 |
|
|
2024
Q4 | $1.81M | Sell |
33,636
-1,749
| -5% | -$94.2K | 0.05% | 345 |
|
|
2024
Q3 | $2.04M | Buy |
35,385
+603
| +2% | +$34.8K | 0.06% | 309 |
|
|
2024
Q2 | $1.7M | Buy |
34,782
+12,475
| +56% | +$611K | 0.06% | 310 |
|
|
2024
Q1 | $1.1M | Sell |
22,307
-1,205
| -5% | -$59.3K | 0.04% | 356 |
|
|
2023
Q4 | $1.11M | Buy |
+23,512
| New | +$1.11M | 0.05% | 320 |
|