Cornerstone Wealth Management’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 | $436K | Buy |
7,722
+4
| +0.1% | +$226 | 0.03% | 419 |
|
|
2025
Q1 | $433K | Buy |
7,718
+99
| +1% | +$5.55K | 0.03% | 397 |
|
|
2024
Q4 | $410K | Buy |
7,619
+60
| +0.8% | +$3.23K | 0.03% | 389 |
|
|
2024
Q3 | $437K | Buy |
7,559
+2,315
| +44% | +$134K | 0.03% | 384 |
|
|
2024
Q2 | $257K | Buy |
5,244
+921
| +21% | +$45.1K | 0.02% | 465 |
|
|
2024
Q1 | $213K | Sell |
4,323
-37
| -0.8% | -$1.82K | 0.02% | 506 |
|
|
2023
Q4 | $205K | Buy |
+4,360
| New | +$205K | 0.02% | 499 |
|
|
2023
Q2 | – | Sell |
-3,642
| Closed | -$204K | – | 508 |
|
|
2023
Q1 | $204K | Buy |
+3,642
| New | +$204K | 0.02% | 451 |
|
|
2022
Q1 | – | Sell |
-2,553
| Closed | -$200K | – | 477 |
|
|
2021
Q4 | $200K | Buy |
+2,553
| New | +$200K | 0.02% | 485 |
|
|
2020
Q4 | – | Sell |
-2,755
| Closed | -$217K | – | 420 |
|
|
2020
Q3 | $217K | Sell |
2,755
-1,203
| -30% | -$94.8K | 0.03% | 355 |
|
|
2020
Q2 | $321K | Buy |
3,958
+124
| +3% | +$10.1K | 0.05% | 274 |
|
|
2020
Q1 | $277K | Buy |
3,834
+53
| +1% | +$3.83K | 0.05% | 273 |
|
|
2019
Q4 | $313K | Sell |
3,781
-729
| -16% | -$60.3K | 0.05% | 262 |
|
|
2019
Q3 | $366K | Buy |
4,510
+1,304
| +41% | +$106K | 0.06% | 242 |
|
|
2019
Q2 | $248K | Buy |
3,206
+6
| +0.2% | +$464 | 0.04% | 306 |
|
|
2019
Q1 | $397K | Buy |
3,200
+379
| +13% | +$47K | 0.05% | 309 |
|
|
2018
Q4 | $204K | Sell |
2,821
-195,784
| -99% | -$14.2M | 0.04% | 316 |
|
|
2018
Q3 | $2.59M | Buy |
198,605
+5,486
| +3% | +$71.6K | 0.03% | 433 |
|
|
2018
Q2 | $2.82M | Buy |
+193,119
| New | +$2.82M | 0.03% | 440 |
|
|
2017
Q4 | – | Sell |
-2,592
| Closed | -$201K | – | 405 |
|
|
2017
Q3 | $201K | Sell |
2,592
-45
| -2% | -$3.49K | 0.04% | 367 |
|
|
2017
Q2 | $200K | Buy |
+2,637
| New | +$200K | 0.04% | 363 |
|