Apriem Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Hold |
2,400
| – | – | 0.03% | 151 |
|
|
2025
Q1 | $293K | Hold |
2,400
| – | – | 0.03% | 144 |
|
|
2024
Q4 | $259K | Hold |
2,400
| – | – | 0.03% | 158 |
|
|
2024
Q3 | $277K | Hold |
2,400
| – | – | 0.03% | 139 |
|
|
2024
Q2 | $241K | Hold |
2,400
| – | – | 0.03% | 155 |
|
|
2024
Q1 | $232K | Sell |
2,400
-948
| -28% | -$91.7K | 0.03% | 153 |
|
|
2023
Q4 | $325K | Sell |
3,348
-264
| -7% | -$25.6K | 0.04% | 116 |
|
|
2023
Q3 | $319K | Sell |
3,612
-186
| -5% | -$16.4K | 0.05% | 113 |
|
|
2023
Q2 | $341K | Buy |
3,798
+200
| +6% | +$17.9K | 0.05% | 112 |
|
|
2023
Q1 | $347K | Buy |
3,598
+148
| +4% | +$14.3K | 0.06% | 112 |
|
|
2022
Q4 | $355K | Hold |
3,450
| – | – | 0.06% | 109 |
|
|
2022
Q3 | $321K | Hold |
3,450
| – | – | 0.06% | 111 |
|
|
2022
Q2 | $370K | Hold |
3,450
| – | – | 0.06% | 103 |
|
|
2022
Q1 | $385K | Buy |
3,450
+167
| +5% | +$18.6K | 0.06% | 108 |
|
|
2021
Q4 | $344K | Buy |
3,283
+63
| +2% | +$6.6K | 0.05% | 108 |
|
|
2021
Q3 | $314K | Hold |
3,220
| – | – | 0.05% | 115 |
|
|
2021
Q2 | $318K | Buy |
3,220
+55
| +2% | +$5.43K | 0.05% | 117 |
|
|
2021
Q1 | $306K | Sell |
3,165
-100
| -3% | -$9.67K | 0.05% | 116 |
|
|
2020
Q4 | $299K | Buy |
3,265
+90
| +3% | +$8.24K | 0.05% | 104 |
|
|
2020
Q3 | $281K | Buy |
3,175
+45
| +1% | +$3.98K | 0.05% | 104 |
|
|
2020
Q2 | $250K | Buy |
3,130
+55
| +2% | +$4.39K | 0.05% | 102 |
|
|
2020
Q1 | $249K | Sell |
3,075
-125
| -4% | -$10.1K | 0.06% | 92 |
|
|
2019
Q4 | $292K | Hold |
3,200
| – | – | 0.06% | 102 |
|
|
2019
Q3 | $307K | Hold |
3,200
| – | – | 0.07% | 96 |
|
|
2019
Q2 | $282K | Hold |
3,200
| – | – | 0.09% | 106 |
|
|
2019
Q1 | $288K | Buy |
3,200
+50
| +2% | +$4.5K | 0.08% | 104 |
|
|
2018
Q4 | $272K | Buy |
3,150
+100
| +3% | +$8.64K | 0.1% | 96 |
|
|
2018
Q3 | $244K | Buy |
3,050
+50
| +2% | +$4K | 0.05% | 123 |
|
|
2018
Q2 | $237K | Hold |
3,000
| – | – | 0.05% | 117 |
|
|
2018
Q1 | $232K | Sell |
3,000
-422
| -12% | -$32.6K | 0.06% | 114 |
|
|
2017
Q4 | $288K | Sell |
3,422
-107
| -3% | -$9.01K | 0.07% | 105 |
|
|
2017
Q3 | $296K | Buy |
3,529
+125
| +4% | +$10.5K | 0.07% | 104 |
|
|
2017
Q2 | $285K | Buy |
3,404
+575
| +20% | +$48.1K | 0.08% | 100 |
|
|
2017
Q1 | $232K | Hold |
2,829
| – | – | 0.06% | 114 |
|
|
2016
Q4 | $220K | Sell |
2,829
-671
| -19% | -$52.2K | 0.07% | 117 |
|
|
2016
Q3 | $280K | Hold |
3,500
| – | – | 0.08% | 94 |
|
|
2016
Q2 | $300K | Buy |
3,500
+100
| +3% | +$8.57K | 0.1% | 87 |
|
|
2016
Q1 | $274K | Buy |
3,400
+3,100
| +1,033% | +$250K | 0.11% | 80 |
|
|
2015
Q4 | $21K | Hold |
300
| – | – | 0.01% | 292 |
|
|
2015
Q3 | $22K | Hold |
300
| – | – | 0.01% | 278 |
|
|
2015
Q2 | $21K | Hold |
300
| – | – | 0.01% | 315 |
|
|
2015
Q1 | $23K | Hold |
300
| – | – | 0.01% | 294 |
|
|
2014
Q4 | $25K | Hold |
300
| – | – | 0.01% | 265 |
|
|
2014
Q3 | $22K | Hold |
300
| – | – | 0.01% | 293 |
|
|
2014
Q2 | $22K | Hold |
300
| – | – | 0.01% | 269 |
|
|
2014
Q1 | $21K | Hold |
300
| – | – | 0.01% | 294 |
|
|
2013
Q4 | $21K | Hold |
300
| – | – | 0.01% | 286 |
|
|
2013
Q3 | $20K | Buy |
300
+100
| +50% | +$6.67K | 0.01% | 283 |
|
|
2013
Q2 | $14K | Buy |
+200
| New | +$14K | 0.01% | 297 |
|