Cornerstone Advisory’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 | $391K | Sell |
6,915
-461
| -6% | -$26.1K | 0.04% | 164 |
|
|
2025
Q1 | $403K | Buy |
7,376
+297
| +4% | +$16.2K | 0.05% | 156 |
|
|
2024
Q4 | $394K | Sell |
7,079
-394
| -5% | -$21.9K | 0.04% | 163 |
|
|
2024
Q3 | $432K | Buy |
7,473
+71
| +1% | +$4.1K | 0.06% | 142 |
|
|
2024
Q2 | $363K | Sell |
7,402
-211
| -3% | -$10.3K | 0.05% | 148 |
|
|
2024
Q1 | $374K | Buy |
7,613
+145
| +2% | +$7.13K | 0.05% | 164 |
|
|
2023
Q4 | $351K | Sell |
7,468
-4,068
| -35% | -$191K | 0.05% | 169 |
|
|
2023
Q3 | $515K | Sell |
11,536
-1,165
| -9% | -$52K | 0.09% | 124 |
|
|
2023
Q2 | $658K | Sell |
12,701
-40
| -0.3% | -$2.07K | 0.12% | 114 |
|
|
2023
Q1 | $712K | Sell |
12,741
-300
| -2% | -$16.8K | 0.13% | 113 |
|
|
2022
Q4 | $800K | Buy |
13,041
+271
| +2% | +$16.6K | 0.16% | 93 |
|
|
2022
Q3 | $883K | Buy |
12,770
+100
| +0.8% | +$6.92K | 0.2% | 78 |
|
|
2022
Q2 | $1.01M | Sell |
12,670
-5,774
| -31% | -$461K | 0.23% | 69 |
|
|
2022
Q1 | $1.57M | Buy |
18,444
+6,296
| +52% | +$535K | 0.24% | 72 |
|
|
2021
Q4 | $954K | Sell |
12,148
-398
| -3% | -$31.3K | 0.14% | 115 |
|
|
2021
Q3 | $916K | Sell |
12,546
-92
| -0.7% | -$6.72K | 0.15% | 108 |
|
|
2021
Q2 | $930K | Buy |
12,638
+710
| +6% | +$52.2K | 0.16% | 103 |
|
|
2021
Q1 | $906K | Sell |
11,928
-3,127
| -21% | -$238K | 0.17% | 105 |
|
|
2020
Q4 | $1.13M | Sell |
15,055
-431
| -3% | -$32.4K | 0.23% | 83 |
|
|
2020
Q3 | $1.22M | Buy |
15,486
+3,760
| +32% | +$297K | 0.29% | 68 |
|
|
2020
Q2 | $951K | Buy |
11,726
+1,576
| +16% | +$128K | 0.25% | 75 |
|
|
2020
Q1 | $733K | Buy |
10,150
+458
| +5% | +$33.1K | 0.22% | 73 |
|
|
2019
Q4 | $803K | Buy |
9,692
+773
| +9% | +$64K | 0.17% | 83 |
|
|
2019
Q3 | $723K | Sell |
8,919
-341
| -4% | -$27.6K | 0.16% | 87 |
|
|
2019
Q2 | $716K | Buy |
9,260
+4
| +0% | +$309 | 0.16% | 85 |
|
|
2019
Q1 | $710K | Buy |
9,256
+3,885
| +72% | +$298K | 0.16% | 87 |
|
|
2018
Q4 | $384K | Buy |
5,371
+333
| +7% | +$23.8K | 0.1% | 108 |
|
|
2018
Q3 | $354K | Sell |
5,038
-1,407
| -22% | -$98.9K | 0.11% | 116 |
|
|
2018
Q2 | $439K | Sell |
6,445
-42
| -0.6% | -$2.86K | 0.14% | 99 |
|
|
2018
Q1 | $437K | Hold |
6,487
| – | – | 0.16% | 98 |
|
|
2017
Q4 | $526K | Sell |
6,487
-47
| -0.7% | -$3.81K | 0.18% | 93 |
|
|
2017
Q3 | $503K | Sell |
6,534
-3,117
| -32% | -$240K | 0.17% | 94 |
|
|
2017
Q2 | $739K | Hold |
9,651
| – | – | 0.25% | 69 |
|
|
2017
Q1 | $749K | Buy |
9,651
+2,674
| +38% | +$208K | 0.38% | 41 |
|
|
2016
Q4 | $534K | Buy |
6,977
+3,882
| +125% | +$297K | 0.4% | 42 |
|
|
2016
Q3 | $230K | Buy |
+3,095
| New | +$230K | 0.19% | 74 |
|