Corient Private Wealth’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 | $14.1M | Sell |
249,908
-12,091
| -5% | -$684K | 0.01% | 491 |
|
|
2025
Q1 | $14.7M | Sell |
261,999
-43,331
| -14% | -$2.43M | 0.02% | 439 |
|
|
2024
Q4 | $16.4M | Sell |
305,330
-5,877
| -2% | -$317K | 0.03% | 423 |
|
|
2024
Q3 | $18M | Sell |
311,207
-4,018
| -1% | -$232K | 0.03% | 422 |
|
|
2024
Q2 | $15.4M | Buy |
315,225
+3,211
| +1% | +$157K | 0.03% | 435 |
|
|
2024
Q1 | $15.3M | Buy |
312,014
+13,226
| +4% | +$651K | 0.03% | 440 |
|
|
2023
Q4 | $14M | Buy |
298,788
+33,174
| +12% | +$1.56M | 0.03% | 456 |
|
|
2023
Q3 | $11.9M | Buy |
265,614
+19,337
| +8% | +$863K | 0.03% | 446 |
|
|
2023
Q2 | $12.8M | Sell |
246,277
-114
| -0% | -$5.9K | 0.03% | 428 |
|
|
2023
Q1 | $13.8M | Buy |
246,391
+44,450
| +22% | +$2.48M | 0.04% | 377 |
|
|
2022
Q4 | $12.4M | Buy |
+201,941
| New | +$12.4M | 0.05% | 334 |
|