AFG
Albion Financial Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Hold |
7,046
| – | – | 0.05% | 118 |
|
|
2025
Q1 | $859K | Sell |
7,046
-1,323
| -16% | -$161K | 0.06% | 122 |
|
|
2024
Q4 | $902K | Buy |
8,369
+1,323
| +19% | +$143K | 0.06% | 120 |
|
|
2024
Q3 | $812K | Hold |
7,046
| – | – | 0.06% | 121 |
|
|
2024
Q2 | $706K | Sell |
7,046
-1,303
| -16% | -$131K | 0.05% | 120 |
|
|
2024
Q1 | $807K | Buy |
8,349
+1,303
| +18% | +$126K | 0.06% | 119 |
|
|
2023
Q4 | $684K | Hold |
7,046
| – | – | 0.06% | 125 |
|
|
2023
Q3 | $622K | Hold |
7,046
| – | – | 0.06% | 120 |
|
|
2023
Q2 | $632K | Hold |
7,046
| – | – | 0.06% | 126 |
|
|
2023
Q1 | $680K | Hold |
7,046
| – | – | 0.06% | 120 |
|
|
2022
Q4 | $726K | Hold |
7,046
| – | – | 0.07% | 117 |
|
|
2022
Q3 | $655K | Hold |
7,046
| – | – | 0.07% | 119 |
|
|
2022
Q2 | $755K | Sell |
7,046
-62
| -0.9% | -$6.64K | 0.07% | 120 |
|
|
2022
Q1 | $794K | Sell |
7,108
-2,375
| -25% | -$265K | 0.07% | 125 |
|
|
2021
Q4 | $995K | Sell |
9,483
-655
| -6% | -$68.7K | 0.08% | 119 |
|
|
2021
Q3 | $989K | Hold |
10,138
| – | – | 0.09% | 121 |
|
|
2021
Q2 | $1M | Buy |
+10,138
| New | +$1M | 0.09% | 120 |
|
|
2020
Q4 | $1.08M | Hold |
11,767
| – | – | 0.11% | 102 |
|
|
2020
Q3 | $1.04M | Buy |
11,767
+500
| +4% | +$44.3K | 0.11% | 100 |
|
|
2020
Q2 | $900K | Buy |
11,267
+800
| +8% | +$63.9K | 0.11% | 102 |
|
|
2020
Q1 | $847K | Buy |
10,467
+1,868
| +22% | +$151K | 0.12% | 91 |
|
|
2019
Q4 | $784K | Buy |
8,599
+237
| +3% | +$21.6K | 0.09% | 114 |
|
|
2019
Q3 | $802K | Sell |
8,362
-300
| -3% | -$28.8K | 0.1% | 115 |
|
|
2019
Q2 | $764K | Hold |
8,662
| – | – | 0.1% | 120 |
|
|
2019
Q1 | $780K | Hold |
8,662
| – | – | 0.11% | 116 |
|
|
2018
Q4 | $748K | Buy |
8,662
+2,000
| +30% | +$173K | 0.12% | 108 |
|
|
2018
Q3 | $533K | Hold |
6,662
| – | – | 0.07% | 134 |
|
|
2018
Q2 | $527K | Hold |
6,662
| – | – | 0.08% | 131 |
|
|
2018
Q1 | $516K | Hold |
6,662
| – | – | 0.08% | 126 |
|
|
2017
Q4 | $560K | Hold |
6,662
| – | – | 0.09% | 122 |
|
|
2017
Q3 | $559K | Hold |
6,662
| – | – | 0.09% | 119 |
|
|
2017
Q2 | $557K | Hold |
6,662
| – | – | 0.09% | 116 |
|
|
2017
Q1 | $546K | Hold |
6,662
| – | – | 0.08% | 113 |
|
|
2016
Q4 | $517K | Hold |
6,662
| – | – | 0.09% | 113 |
|
|
2016
Q3 | $533K | Sell |
6,662
-1,045
| -14% | -$83.6K | 0.09% | 119 |
|
|
2016
Q2 | $661K | Hold |
7,707
| – | – | 0.12% | 99 |
|
|
2016
Q1 | $622K | Hold |
7,707
| – | – | 0.11% | 105 |
|
|
2015
Q4 | $550K | Hold |
7,707
| – | – | 0.09% | 107 |
|
|
2015
Q3 | $554K | Hold |
7,707
| – | – | 0.1% | 110 |
|
|
2015
Q2 | $544K | Hold |
7,707
| – | – | 0.09% | 109 |
|
|
2015
Q1 | $592K | Hold |
7,707
| – | – | 0.1% | 102 |
|
|
2014
Q4 | $644K | Hold |
7,707
| – | – | 0.11% | 98 |
|
|
2014
Q3 | $576K | Hold |
7,707
| – | – | 0.1% | 107 |
|
|
2014
Q2 | $572K | Sell |
7,707
-1
| -0% | -$74 | 0.1% | 107 |
|
|
2014
Q1 | $549K | Sell |
7,708
-260
| -3% | -$18.5K | 0.1% | 105 |
|
|
2013
Q4 | $550K | Sell |
7,968
-2,398
| -23% | -$166K | 0.1% | 99 |
|
|
2013
Q3 | $692K | Hold |
10,366
| – | – | 0.15% | 82 |
|
|
2013
Q2 | $700K | Buy |
+10,366
| New | +$700K | 0.16% | 74 |
|