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 |
|