BDO Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $276K | Buy |
3,079
+254
| +9% | +$22.8K | 0.03% | 227 |
|
|
2023
Q1 | $273K | Hold |
2,825
| – | – | 0.03% | 216 |
|
|
2022
Q4 | $291K | Sell |
2,825
-944
| -25% | -$97.2K | 0.04% | 225 |
|
|
2022
Q3 | $351K | Hold |
3,769
| – | – | 0.05% | 203 |
|
|
2022
Q2 | $404K | Hold |
3,769
| – | – | 0.05% | 189 |
|
|
2022
Q1 | $421K | Sell |
3,769
-84
| -2% | -$9.38K | 0.04% | 195 |
|
|
2021
Q4 | $404K | Buy |
3,853
+170
| +5% | +$17.8K | 0.04% | 203 |
|
|
2021
Q3 | $359K | Sell |
3,683
-571
| -13% | -$55.7K | 0.04% | 214 |
|
|
2021
Q2 | $420K | Buy |
4,254
+465
| +12% | +$45.9K | 0.05% | 206 |
|
|
2021
Q1 | $366K | Buy |
3,789
+170
| +5% | +$16.4K | 0.04% | 208 |
|
|
2020
Q4 | $331K | Hold |
3,619
| – | – | 0.05% | 185 |
|
|
2020
Q3 | $320K | Hold |
3,619
| – | – | 0.05% | 171 |
|
|
2020
Q2 | $289K | Sell |
3,619
-501
| -12% | -$40K | 0.05% | 180 |
|
|
2020
Q1 | $333K | Buy |
4,120
+1,149
| +39% | +$92.9K | 0.07% | 150 |
|
|
2019
Q4 | $271K | Hold |
2,971
| – | – | 0.07% | 164 |
|
|
2019
Q3 | $285K | Hold |
2,971
| – | – | 0.07% | 158 |
|
|
2019
Q2 | $262K | Sell |
2,971
-124
| -4% | -$10.9K | 0.07% | 159 |
|
|
2019
Q1 | $279K | Sell |
3,095
-1,680
| -35% | -$151K | 0.08% | 143 |
|
|
2018
Q4 | $412K | Buy |
4,775
+378
| +9% | +$32.6K | 0.14% | 106 |
|
|
2018
Q3 | $352K | Buy |
4,397
+83
| +2% | +$6.65K | 0.11% | 112 |
|
|
2018
Q2 | $341K | Buy |
4,314
+1,680
| +64% | +$133K | 0.12% | 112 |
|
|
2018
Q1 | $204K | Hold |
2,634
| – | – | 0.08% | 126 |
|
|
2017
Q4 | $222K | Hold |
2,634
| – | – | 0.1% | 105 |
|
|
2017
Q3 | $221K | Hold |
2,634
| – | – | 0.11% | 101 |
|
|
2017
Q2 | $220K | Buy |
+2,634
| New | +$220K | 0.1% | 123 |
|