Crestwood Advisors Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $335K | Sell |
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|
2025
Q2 | $469K | Buy |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $436K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $97K | Buy |
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