CWG
Cornerstone Wealth Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Sell |
16,629
-1,600
| -9% | -$90.4K | 0.07% | 142 |
|
|
2025
Q1 | $1.02M | Buy |
18,229
+202
| +1% | +$11.3K | 0.08% | 135 |
|
|
2024
Q4 | $971K | Buy |
18,027
+572
| +3% | +$30.8K | 0.08% | 134 |
|
|
2024
Q3 | $1.01M | Buy |
17,455
+847
| +5% | +$48.9K | 0.08% | 131 |
|
|
2024
Q2 | $814K | Buy |
16,608
+169
| +1% | +$8.28K | 0.07% | 135 |
|
|
2024
Q1 | $809K | Buy |
16,439
+2,902
| +21% | +$143K | 0.07% | 131 |
|
|
2023
Q4 | $636K | Sell |
13,537
-106,550
| -89% | -$5.01M | 0.09% | 97 |
|
|
2023
Q3 | $5.36M | Sell |
120,087
-71,418
| -37% | -$3.19M | 0.95% | 25 |
|
|
2023
Q2 | $9.92M | Buy |
191,505
+178,106
| +1,329% | +$9.22M | 1.8% | 12 |
|
|
2023
Q1 | $749K | Sell |
13,399
-174
| -1% | -$9.73K | 0.13% | 105 |
|
|
2022
Q4 | $832K | Sell |
13,573
-238
| -2% | -$14.6K | 0.16% | 91 |
|
|
2022
Q3 | $954K | Buy |
13,811
+135
| +1% | +$9.33K | 0.21% | 80 |
|
|
2022
Q2 | $1.09M | Sell |
13,676
-3,179
| -19% | -$254K | 0.23% | 81 |
|
|
2022
Q1 | $1.43M | Sell |
16,855
-375
| -2% | -$31.9K | 0.26% | 94 |
|
|
2021
Q4 | $1.35M | Sell |
17,230
-228
| -1% | -$17.9K | 0.23% | 90 |
|
|
2021
Q3 | $1.28M | Buy |
17,458
+21
| +0.1% | +$1.53K | 0.23% | 94 |
|
|
2021
Q2 | $1.32M | Sell |
17,437
-14
| -0.1% | -$1.06K | 0.27% | 89 |
|
|
2021
Q1 | $1.4M | Sell |
17,451
-1,041
| -6% | -$83.5K | 0.28% | 95 |
|
|
2020
Q4 | $1.39M | Sell |
18,492
-38,814
| -68% | -$2.92M | 0.34% | 92 |
|
|
2020
Q3 | $4.52M | Sell |
57,306
-21,034
| -27% | -$1.66M | 1.24% | 21 |
|
|
2020
Q2 | $6.36M | Buy |
78,340
+14,382
| +22% | +$1.17M | 1.6% | 11 |
|
|
2020
Q1 | $4.62M | Sell |
63,958
-19,773
| -24% | -$1.43M | 1.63% | 14 |
|
|
2019
Q4 | $6.94M | Sell |
83,731
-1,136
| -1% | -$94.1K | 1.87% | 9 |
|
|
2019
Q3 | $6.88M | Buy |
84,867
+49,080
| +137% | +$3.98M | 1.73% | 12 |
|
|
2019
Q2 | $2.77M | Sell |
35,787
-69
| -0.2% | -$5.34K | 0.75% | 33 |
|
|
2019
Q1 | $2.75M | Buy |
+35,856
| New | +$2.75M | 0.69% | 30 |
|