Boston Trust Walden’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 | $344K | Hold |
2,918
| – | – | ﹤0.01% | 340 |
|
|
2025
Q1 | $356K | Hold |
2,918
| – | – | ﹤0.01% | 336 |
|
|
2024
Q4 | $314K | Hold |
2,918
| – | – | ﹤0.01% | 344 |
|
|
2024
Q3 | $336K | Sell |
2,918
-66
| -2% | -$7.61K | ﹤0.01% | 339 |
|
|
2024
Q2 | $299K | Hold |
2,984
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $289K | Buy |
2,984
+66
| +2% | +$6.38K | ﹤0.01% | 345 |
|
|
2023
Q4 | $283K | Hold |
2,918
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $258K | Hold |
2,918
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $262K | Hold |
2,918
| – | – | ﹤0.01% | 347 |
|
|
2023
Q1 | $281K | Sell |
2,918
-466
| -14% | -$45K | ﹤0.01% | 341 |
|
|
2022
Q4 | $349K | Sell |
3,384
-250
| -7% | -$25.7K | ﹤0.01% | 331 |
|
|
2022
Q3 | $338K | Buy |
3,634
+351
| +11% | +$32.6K | ﹤0.01% | 320 |
|
|
2022
Q2 | $352K | Sell |
3,283
-566
| -15% | -$60.7K | ﹤0.01% | 327 |
|
|
2022
Q1 | $430K | Sell |
3,849
-439
| -10% | -$49K | ﹤0.01% | 327 |
|
|
2021
Q4 | $450K | Buy |
4,288
+763
| +22% | +$80.1K | ﹤0.01% | 334 |
|
|
2021
Q3 | $344K | Sell |
3,525
-83
| -2% | -$8.1K | ﹤0.01% | 342 |
|
|
2021
Q2 | $356K | Hold |
3,608
| – | – | ﹤0.01% | 345 |
|
|
2021
Q1 | $348K | Sell |
3,608
-200
| -5% | -$19.3K | ﹤0.01% | 334 |
|
|
2020
Q4 | $349K | Hold |
3,808
| – | – | ﹤0.01% | 339 |
|
|
2020
Q3 | $337K | Sell |
3,808
-60
| -2% | -$5.31K | ﹤0.01% | 337 |
|
|
2020
Q2 | $309K | Buy |
3,868
+266
| +7% | +$21.3K | ﹤0.01% | 334 |
|
|
2020
Q1 | $291K | Buy |
3,602
+155
| +4% | +$12.5K | ﹤0.01% | 327 |
|
|
2019
Q4 | $314K | Sell |
3,447
-40
| -1% | -$3.64K | ﹤0.01% | 351 |
|
|
2019
Q3 | $334K | Hold |
3,487
| – | – | ﹤0.01% | 345 |
|
|
2019
Q2 | $308K | Hold |
3,487
| – | – | ﹤0.01% | 348 |
|
|
2019
Q1 | $314K | Hold |
3,487
| – | – | ﹤0.01% | 355 |
|
|
2018
Q4 | $301K | Hold |
3,487
| – | – | ﹤0.01% | 354 |
|
|
2018
Q3 | $279K | Sell |
3,487
-233
| -6% | -$18.6K | ﹤0.01% | 358 |
|
|
2018
Q2 | $294K | Sell |
3,720
-1,847
| -33% | -$146K | ﹤0.01% | 357 |
|
|
2018
Q1 | $431K | Buy |
5,567
+333
| +6% | +$25.8K | 0.01% | 343 |
|
|
2017
Q4 | $440K | Sell |
5,234
-467
| -8% | -$39.3K | 0.01% | 344 |
|
|
2017
Q3 | $478K | Buy |
5,701
+217
| +4% | +$18.2K | 0.01% | 340 |
|
|
2017
Q2 | $458K | Buy |
5,484
+1,133
| +26% | +$94.6K | 0.01% | 338 |
|
|
2017
Q1 | $357K | Buy |
+4,351
| New | +$357K | 0.01% | 333 |
|
|
2016
Q3 | – | Sell |
-2,354
| Closed | -$202K | – | 345 |
|
|
2016
Q2 | $202K | Buy |
+2,354
| New | +$202K | ﹤0.01% | 344 |
|