Carson Advisory Inc. D Holdings History
Carson Advisory Inc.'s Dominion Energy Inc Holding Summary
As of 2025-03-31, Carson Advisory Inc. held 76,016.00 shares of Dominion Energy Inc(D), totaling $4.26 Mil. This investment constitutes 2.87% of their stock portfolio, and Carson Advisory Inc. now holds 0.01% of the outstanding Dominion Energy Inc(D) stock.
The initial trade took place in 2021Q4. And since then Carson Advisory Inc. has made 9 purchases of D, at an average price of $63.23, for a total of 81,317.00 shares. In addition, there have been 4 sales at an average price of $52.68 for 5,301.00 shares. Based on historical transaction data and D's current price of $56.86, Carson Advisory Inc.'s estimated gain on his D holdings is $-540,030.49, reflecting a -10.50% gain to date.
Carson Advisory Inc. D ($56.86) Holding Chart
Carson Advisory Inc. D ($56.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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