Bradley Foster & Sargent’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.95M | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.38M | Hold |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.6M | Sell |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $1.74M | Sell |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $1.8M | Sell |
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|
2021
Q1 | $1.77M | Sell |
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|
2020
Q4 | $1.74M | Buy |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $1.47M | Sell |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.4M | Sell |
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|
2018
Q2 | $1.44M | Sell |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | $1.56M | Sell |
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|
2017
Q3 | $1.56M | Sell |
|
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|
2017
Q2 | $1.57M | Sell |
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|
2017
Q1 | $1.54M | Sell |
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|
2016
Q4 | $1.49M | Buy |
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|
2016
Q3 | $1.5M | Sell |
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|
2016
Q2 | $1.61M | Sell |
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|
2016
Q1 | $1.54M | Sell |
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|
2015
Q4 | $1.37M | Sell |
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|
2015
Q3 | $1.49M | Sell |
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|
2015
Q2 | $1.51M | Sell |
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|
2015
Q1 | $1.77M | Buy |
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|
2014
Q4 | $1.89M | Sell |
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|
2014
Q3 | $1.73M | Sell |
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|
2014
Q2 | $1.73M | Sell |
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|
2014
Q1 | $1.68M | Sell |
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|
2013
Q4 | $1.63M | Buy |
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|
2013
Q3 | $1.48M | Sell |
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|
2013
Q2 | $1.5M | Buy |
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