Creegan & Nassoura Financial Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28,237
| Closed | -$1.33M | – | 78 |
|
|
2023
Q4 | $1.33M | Sell |
28,237
-6,725
| -19% | -$316K | 0.96% | 41 |
|
|
2023
Q3 | $1.56M | Sell |
34,962
-1,375
| -4% | -$61.4K | 1.22% | 36 |
|
|
2023
Q2 | $1.88M | Sell |
36,337
-300
| -0.8% | -$15.5K | 1.39% | 31 |
|
|
2023
Q1 | $2.05M | Sell |
36,637
-200
| -0.5% | -$11.2K | 1.57% | 27 |
|
|
2022
Q4 | $2.26M | Buy |
36,837
+17,895
| +94% | +$1.1M | 1.76% | 21 |
|
|
2022
Q3 | $1.31M | Sell |
18,942
-381
| -2% | -$26.3K | 1.13% | 36 |
|
|
2022
Q2 | $1.54M | Sell |
19,323
-100
| -0.5% | -$7.98K | 1.3% | 35 |
|
|
2022
Q1 | $1.65M | Buy |
19,423
+541
| +3% | +$46K | 1.24% | 34 |
|
|
2021
Q4 | $1.48M | Sell |
18,882
-200
| -1% | -$15.7K | 1.12% | 36 |
|
|
2021
Q3 | $1.39M | Hold |
19,082
| – | – | 1.19% | 38 |
|
|
2021
Q2 | $1.4M | Sell |
19,082
-325
| -2% | -$23.9K | 1.2% | 38 |
|
|
2021
Q1 | $1.47M | Sell |
19,407
-100
| -0.5% | -$7.6K | 1.31% | 33 |
|
|
2020
Q4 | $1.47M | Hold |
19,507
| – | – | 1.41% | 33 |
|
|
2020
Q3 | $1.54M | Sell |
19,507
-600
| -3% | -$47.4K | 1.66% | 28 |
|
|
2020
Q2 | $1.63M | Hold |
20,107
| – | – | 1.84% | 23 |
|
|
2020
Q1 | $1.45M | Buy |
20,107
+200
| +1% | +$14.4K | 1.89% | 21 |
|
|
2019
Q4 | $1.65M | Buy |
+19,907
| New | +$1.65M | 1.66% | 25 |
|