CVA Family Office’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 | $188K | Buy |
3,324
+76
| +2% | +$4.3K | 0.03% | 305 |
|
|
2025
Q1 | $182K | Buy |
3,248
+319
| +11% | +$17.9K | 0.03% | 291 |
|
|
2024
Q4 | $158K | Buy |
2,929
+80
| +3% | +$4.31K | 0.03% | 309 |
|
|
2024
Q3 | $165K | Buy |
2,849
+96
| +3% | +$5.55K | 0.03% | 292 |
|
|
2024
Q2 | $135K | Buy |
2,753
+31
| +1% | +$1.52K | 0.02% | 308 |
|
|
2024
Q1 | $134K | Buy |
2,722
+1,190
| +78% | +$58.5K | 0.02% | 311 |
|
|
2023
Q4 | $72K | Sell |
1,532
-3,050
| -67% | -$143K | 0.01% | 397 |
|
|
2023
Q3 | $205K | Buy |
4,582
+447
| +11% | +$20K | 0.05% | 220 |
|
|
2023
Q2 | $214K | Buy |
4,135
+1,026
| +33% | +$53.1K | 0.04% | 211 |
|
|
2023
Q1 | $174K | Buy |
3,109
+1,864
| +150% | +$104K | 0.04% | 239 |
|
|
2022
Q4 | $76.3K | Buy |
1,245
+20
| +2% | +$1.23K | 0.02% | 325 |
|
|
2022
Q3 | $85K | Buy |
1,225
+135
| +12% | +$9.37K | 0.02% | 265 |
|
|
2022
Q2 | $87K | Sell |
1,090
-435
| -29% | -$34.7K | 0.02% | 266 |
|
|
2022
Q1 | $130K | Buy |
1,525
+735
| +93% | +$62.7K | 0.03% | 222 |
|
|
2021
Q4 | $62K | Buy |
790
+165
| +26% | +$12.9K | 0.02% | 318 |
|
|
2021
Q3 | $49K | Sell |
625
-1,030
| -62% | -$80.8K | 0.04% | 181 |
|
|
2021
Q2 | $122K | Buy |
1,655
+230
| +16% | +$17K | 0.03% | 213 |
|
|
2021
Q1 | $108K | Buy |
1,425
+800
| +128% | +$60.6K | 0.04% | 168 |
|
|
2020
Q4 | $47K | Hold |
625
| – | – | 0.03% | 199 |
|
|
2020
Q3 | $49K | Buy |
+625
| New | +$49K | 0.04% | 181 |
|