CoreFirst Bank & Trust’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 | $25.2K | Buy |
+445
| New | +$25.2K | 0.01% | 248 |
|
|
2025
Q1 | – | Sell |
-776
| Closed | -$41.8K | – | 164 |
|
|
2024
Q4 | $41.8K | Hold |
776
| – | – | 0.02% | 226 |
|
|
2024
Q3 | $44.8K | Buy |
+776
| New | +$44.8K | 0.03% | 223 |
|
|
2024
Q2 | – | Sell |
-776
| Closed | -$38.2K | – | 174 |
|
|
2024
Q1 | $38.2K | Sell |
776
-600
| -44% | -$29.5K | 0.02% | 233 |
|
|
2023
Q4 | $64.7K | Hold |
1,376
| – | – | 0.04% | 202 |
|
|
2023
Q3 | $61.5K | Hold |
1,376
| – | – | 0.04% | 211 |
|
|
2023
Q2 | $71.3K | Sell |
1,376
-4,700
| -77% | -$243K | 0.05% | 194 |
|
|
2023
Q1 | $340K | Hold |
6,076
| – | – | 0.25% | 98 |
|
|
2022
Q4 | $373K | Sell |
6,076
-1,117
| -16% | -$68.5K | 0.28% | 85 |
|
|
2022
Q3 | $497K | Hold |
7,193
| – | – | 0.43% | 54 |
|
|
2022
Q2 | $574K | Sell |
7,193
-217
| -3% | -$17.3K | 0.45% | 46 |
|
|
2022
Q1 | $630K | Sell |
7,410
-300
| -4% | -$25.5K | 0.43% | 54 |
|
|
2021
Q4 | $606K | Hold |
7,710
| – | – | 0.39% | 63 |
|
|
2021
Q3 | $563K | Sell |
7,710
-1,352
| -15% | -$98.7K | 0.39% | 60 |
|
|
2021
Q2 | $667K | Hold |
9,062
| – | – | 0.45% | 52 |
|
|
2021
Q1 | $688K | Hold |
9,062
| – | – | 0.47% | 51 |
|
|
2020
Q4 | $681K | Buy |
+9,062
| New | +$681K | 0.5% | 47 |
|