Buckingham Strategic Wealth’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
Q2 | $1.75M | Buy |
|
|||||
|
2024
Q1 | $1.65M | Buy |
|
|||||
|
2023
Q4 | $1.65M | Buy |
|
|||||
|
2023
Q3 | $1.32M | Sell |
|
|||||
|
2023
Q2 | $1.69M | Buy |
|
|||||
|
2023
Q1 | $1.7M | Hold |
|
|||||
|
2022
Q4 | $1.7M | Buy |
|
|||||
|
2022
Q3 | $1.35M | Sell |
|
|||||
|
2022
Q2 | $1.87M | Buy |
|
|||||
|
2022
Q1 | $1.74M | Sell |
|
|||||
|
2021
Q4 | $1.68M | Buy |
|
|||||
|
2021
Q3 | $1.53M | Buy |
|
|||||
|
2021
Q2 | $1.43M | Buy |
|
|||||
|
2021
Q1 | $789K | Sell |
|
|||||
|
2020
Q4 | $797K | Buy |
|
|||||
|
2020
Q3 | $737K | Buy |
|
|||||
|
2020
Q2 | $574K | Sell |
|
|||||
|
2020
Q1 | $652K | Buy |
|
|||||
|
2019
Q4 | $704K | Buy |
|
|||||
|
2019
Q3 | $547K | Sell |
|
|||||
|
2019
Q2 | $619K | Buy |
|
|||||
|
2019
Q1 | $524K | Sell |
|
|||||
|
2018
Q4 | $549K | Sell |
|
|||||
|
2018
Q3 | $520K | Sell |
|
|||||
|
2018
Q2 | $538K | Buy |
|
|||||
|
2018
Q1 | $483K | Sell |
|
|||||
|
2017
Q4 | $565K | Buy |
|
|||||
|
2017
Q3 | $459K | Sell |
|
|||||
|
2017
Q2 | $498K | Buy |
|
|||||
|
2017
Q1 | $408K | Buy |
|
|||||
|
2016
Q4 | $347K | Buy |
|
|||||
|
2016
Q3 | $318K | Sell |
|
|||||
|
2016
Q2 | $341K | Buy |
|
|||||
|
2016
Q1 | $297K | Buy |
|
|||||
|
2015
Q4 | $229K | Sell |
|
|||||
|
2015
Q3 | $239K | Buy |
|
|||||
|
2015
Q2 | $231K | Buy |
|
|||||
|
2015
Q1 | $242K | Sell |
|
|||||
|
2014
Q4 | $267K | Buy |
|