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Campbell Wealth Management

SEC CIK
0001736648
Latest filing
Jan 30, 2025

D holding history

Dominion Energy, Inc in every 13F filed by Campbell Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

D overviewAll 13F holders of DFull Q4 2024 holdings

Shares (Q4 2024)
12,111
Value
$652.0K
% of portfolio
0.1%
Quarters held
16
Since Q1 2021
Holdings of D by Campbell Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202412,111$652.0K0.1%+1,204+11.0%AddedHolders
Q3 202410,907$630.0K0.1%−1,587−12.7%ReducedHolders
Q2 202412,494$612.0K0.2%−607−4.6%ReducedHolders
Q1 202413,101$644.0K0.1%+3,713+39.6%AddedHolders
Q4 20239,388$441.0K0.1%−1,868−16.6%ReducedHolders
Q3 202311,256$503.0K0.1%+90+0.8%AddedHolders
Q2 202311,166$578.0K0.1%−62−0.6%ReducedHolders
Q1 202311,228$628.0K0.1%−84−0.7%ReducedHolders
Q4 202211,312$694.0K0.1%−242−2.1%ReducedHolders
Q3 202211,554$798.0K0.1%−1,102−8.7%ReducedHolders
Q2 202212,656$1.01M0.1%−328−2.5%ReducedHolders
Q1 202212,984$1.10M0.1%+40.0%AddedHolders
Q4 202112,980$1.02M0.1%+1,639+14.5%AddedHolders
Q3 202111,341$828.0K0.1%+40.0%AddedHolders
Q2 202111,337$834.0K0.1%+19+0.2%AddedHolders
Q1 202111,318$860.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.