Cedar Brook Financial Partners’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 | – | Sell |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $279K | Sell |
|
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|
2023
Q2 | $323K | Buy |
|
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|
2023
Q1 | $317K | Buy |
|
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|
2022
Q4 | $278K | Buy |
|
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|
2022
Q3 | $243K | Sell |
|
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $275K | Sell |
|
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|
2021
Q4 | $264K | Buy |
|
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|
2021
Q3 | $243K | Sell |
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|
2021
Q2 | $252K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $207K | Buy |
|
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $204K | Buy |
|