CI
CX Institutional’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
5,879
-65
| -1% | -$3.67K | 0.01% | 477 |
|
|
2025
Q1 | $333K | Buy |
5,944
+802
| +16% | +$44.9K | 0.01% | 459 |
|
|
2024
Q4 | $277K | Buy |
5,142
+372
| +8% | +$20K | 0.01% | 457 |
|
|
2024
Q3 | $276K | Buy |
4,770
+220
| +5% | +$12.7K | 0.01% | 484 |
|
|
2024
Q2 | $223K | Buy |
4,550
+257
| +6% | +$12.6K | 0.01% | 514 |
|
|
2024
Q1 | $211K | Buy |
4,293
+380
| +10% | +$18.7K | 0.01% | 525 |
|
|
2023
Q4 | $184K | Sell |
3,913
-1,344
| -26% | -$63.2K | 0.01% | 500 |
|
|
2023
Q3 | $235K | Sell |
5,257
-7
| -0.1% | -$313 | 0.01% | 450 |
|
|
2023
Q2 | $273K | Buy |
5,264
+1,081
| +26% | +$56K | 0.01% | 448 |
|
|
2023
Q1 | $233K | Sell |
4,183
-772
| -16% | -$42.9K | 0.01% | 448 |
|
|
2022
Q4 | $304K | Buy |
+4,955
| New | +$304K | 0.02% | 428 |
|
|
2022
Q3 | – | Sell |
-1,636
| Closed | -$131K | – | 606 |
|
|
2022
Q2 | $131K | Sell |
1,636
-1,503
| -48% | -$120K | 0.01% | 503 |
|
|
2022
Q1 | $267K | Buy |
+3,139
| New | +$267K | 0.02% | 324 |
|
|
2021
Q4 | – | Sell |
-2,826
| Closed | -$206K | – | 453 |
|
|
2021
Q3 | $206K | Buy |
2,826
+156
| +6% | +$11.4K | 0.02% | 350 |
|
|
2021
Q2 | $196K | Buy |
2,670
+1,161
| +77% | +$85.2K | 0.02% | 337 |
|
|
2021
Q1 | $114K | Buy |
1,509
+9
| +0.6% | +$680 | 0.01% | 365 |
|
|
2020
Q4 | $113K | Sell |
1,500
-455
| -23% | -$34.3K | 0.01% | 346 |
|
|
2020
Q3 | $154K | Buy |
1,955
+112
| +6% | +$8.82K | 0.02% | 275 |
|
|
2020
Q2 | $150K | Buy |
1,843
+115
| +7% | +$9.36K | 0.02% | 261 |
|
|
2020
Q1 | $125K | Sell |
1,728
-125
| -7% | -$9.04K | 0.02% | 250 |
|
|
2019
Q4 | $153K | Hold |
1,853
| – | – | 0.03% | 209 |
|
|
2019
Q3 | $150K | Sell |
1,853
-143
| -7% | -$11.6K | 0.02% | 227 |
|
|
2019
Q2 | $154K | Buy |
1,996
+193
| +11% | +$14.9K | 0.02% | 240 |
|
|
2019
Q1 | $138K | Buy |
1,803
+1,423
| +374% | +$109K | 0.02% | 241 |
|
|
2018
Q4 | $27K | Buy |
380
+27
| +8% | +$1.92K | 0.01% | 297 |
|
|
2018
Q3 | $25K | Hold |
353
| – | – | 0.01% | 219 |
|
|
2018
Q2 | $24K | Buy |
+353
| New | +$24K | 0.01% | 190 |
|