Coastline Trust’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
Q3 | $136K | Hold |
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|
2025
Q2 | $130K | Hold |
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|
2025
Q1 | $134K | Hold |
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|
2024
Q4 | $119K | Sell |
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|
2024
Q3 | $231K | Hold |
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|
2024
Q2 | $201K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $495K | Hold |
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|
2022
Q3 | $447K | Hold |
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|
2022
Q2 | $515K | Hold |
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|
2022
Q1 | $537K | Hold |
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|
2021
Q4 | $504K | Hold |
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|
2021
Q3 | $469K | Hold |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $474K | Buy |
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|
2020
Q4 | $414K | Hold |
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|
2020
Q3 | $400K | Buy |
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|
2020
Q2 | $312K | Hold |
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|
2020
Q1 | $316K | Hold |
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|
2019
Q4 | $357K | Sell |
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|
2019
Q3 | $385K | Buy |
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|
2019
Q2 | $345K | Hold |
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|
2019
Q1 | $351K | Hold |
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|
2018
Q4 | $337K | Hold |
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|
2018
Q3 | $312K | Sell |
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|
2018
Q2 | $430K | Buy |
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|
2018
Q1 | $404K | Buy |
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|
2017
Q4 | $425K | Hold |
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|
2017
Q3 | $424K | Buy |
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|
2017
Q2 | $381K | Hold |
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|
2017
Q1 | $374K | Sell |
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|
2016
Q4 | $357K | Buy |
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|
2016
Q3 | $315K | Buy |
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|
2016
Q2 | $329K | Hold |
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|
2016
Q1 | $310K | Sell |
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|
2015
Q4 | $489K | Hold |
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|
2015
Q3 | $492K | Hold |
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|
2015
Q2 | $483K | Buy |
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|
2015
Q1 | $468K | Hold |
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|
2014
Q4 | $510K | Buy |
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