Boston Financial Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $464K | Hold |
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|
2024
Q3 | $497K | Hold |
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|
2024
Q2 | $432K | Buy |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $378K | Buy |
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|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $493K | Sell |
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|
2022
Q4 | $530K | Sell |
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|
2022
Q3 | $527K | Buy |
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|
2022
Q2 | $588K | Buy |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $594K | Hold |
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|
2021
Q3 | $552K | Buy |
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|
2021
Q2 | $472K | Hold |
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|
2021
Q1 | $462K | Sell |
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|
2020
Q4 | $575K | Sell |
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|
2020
Q3 | $573K | Hold |
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|
2020
Q2 | $517K | Hold |
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|
2020
Q1 | $524K | Sell |
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|
2019
Q4 | $634K | Hold |
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|
2019
Q3 | $667K | Buy |
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|
2019
Q2 | $467K | Sell |
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|
2019
Q1 | $518K | Buy |
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|
2018
Q4 | $449K | Buy |
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|
2018
Q3 | $398K | Buy |
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|
2018
Q2 | $377K | Sell |
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|
2018
Q1 | $462K | Sell |
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|
2017
Q4 | $544K | Hold |
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|
2017
Q3 | $543K | Sell |
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|
2017
Q2 | $562K | Sell |
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|
2017
Q1 | $560K | Hold |
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|
2016
Q4 | $530K | Buy |
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|
2016
Q3 | $242K | Hold |
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|
2016
Q2 | $260K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $210K | Hold |
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|
2014
Q4 | $229K | Hold |
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|
2014
Q3 | $205K | Hold |
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|
2014
Q2 | $203K | Buy |
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