Crestwood Advisors 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 | $469K | Buy |
8,294
+422
| +5% | +$23.9K | 0.01% | 356 |
|
|
2025
Q1 | $441K | Buy |
7,872
+624
| +9% | +$35K | 0.01% | 358 |
|
|
2024
Q4 | $390K | Sell |
7,248
-116
| -2% | -$6.25K | 0.01% | 336 |
|
|
2024
Q3 | $426K | Buy |
7,364
+148
| +2% | +$8.55K | 0.01% | 319 |
|
|
2024
Q2 | $354K | Sell |
7,216
-608
| -8% | -$29.8K | 0.01% | 327 |
|
|
2024
Q1 | $385K | Sell |
7,824
-53
| -0.7% | -$2.61K | 0.01% | 312 |
|
|
2023
Q4 | $370K | Sell |
7,877
-1,895
| -19% | -$89.1K | 0.01% | 301 |
|
|
2023
Q3 | $436K | Buy |
+9,772
| New | +$436K | 0.01% | 254 |
|
|
2022
Q2 | – | Sell |
-2,360
| Closed | -$201K | – | 269 |
|
|
2022
Q1 | $201K | Buy |
+2,360
| New | +$201K | 0.01% | 274 |
|
|
2017
Q2 | – | Sell |
-1,258
| Closed | -$97K | – | 214 |
|
|
2017
Q1 | $97K | Buy |
+1,258
| New | +$97K | 0.01% | 193 |
|