Cornerstone Planning Group’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
$30K Buy
491
+222
+83% +$13.6K 0.01% 332
2025
Q1
$14.3K Buy
269
+36
+15% +$1.92K ﹤0.01% 475
2024
Q4
$13K Buy
233
+18
+8% +$1K ﹤0.01% 376
2024
Q3
$12.6K Buy
215
+7
+3% +$411 ﹤0.01% 373
2024
Q2
$11.2K Buy
208
+30
+17% +$1.62K ﹤0.01% 415
2024
Q1
$9.15K Sell
178
-10
-5% -$514 ﹤0.01% 423
2023
Q4
$8.84K Sell
188
-20
-10% -$940 ﹤0.01% 452
2023
Q3
$9.29K Sell
208
-1,563
-88% -$69.8K ﹤0.01% 441
2023
Q2
$91.7K Buy
+1,771
New +$91.7K 0.04% 147
2022
Q4
$110K Buy
+1,771
New +$110K 0.05% 147