CoreCap Advisors’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 | $838K | Buy |
14,823
+1,325
| +10% | +$74.9K | 0.03% | 388 |
|
|
2025
Q1 | $757K | Buy |
13,498
+911
| +7% | +$51.1K | 0.03% | 388 |
|
|
2024
Q4 | $678K | Buy |
12,587
+1,430
| +13% | +$77K | 0.03% | 407 |
|
|
2024
Q3 | $645K | Buy |
11,157
+2,217
| +25% | +$128K | 0.03% | 412 |
|
|
2024
Q2 | $438K | Buy |
8,940
+1,319
| +17% | +$64.6K | 0.05% | 238 |
|
|
2024
Q1 | $375K | Buy |
7,621
+2,294
| +43% | +$113K | 0.02% | 452 |
|
|
2023
Q4 | $250K | Buy |
+5,327
| New | +$250K | 0.02% | 507 |
|
|
2022
Q4 | $56.2K | Buy |
+916
| New | +$56.2K | ﹤0.01% | 953 |
|
|
2022
Q3 | – | Sell |
-1,087
| Closed | -$87K | – | 868 |
|
|
2022
Q2 | $87K | Buy |
+1,087
| New | +$87K | 0.01% | 743 |
|
|
2022
Q1 | – | Sell |
-1,432
| Closed | -$112K | – | 881 |
|
|
2021
Q4 | $112K | Buy |
+1,432
| New | +$112K | 0.01% | 713 |
|