Column Capital Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $154K | Buy |
1,741
+300
| +21% | +$26.5K | 0.02% | 163 |
|
|
2023
Q2 | $129K | Hold |
1,441
| – | – | 0.02% | 193 |
|
|
2023
Q1 | $139K | Sell |
1,441
-667
| -32% | -$64.3K | 0.02% | 185 |
|
|
2022
Q4 | $217K | Hold |
2,108
| – | – | 0.04% | 118 |
|
|
2022
Q3 | $196K | Buy |
2,108
+21
| +1% | +$1.95K | 0.04% | 122 |
|
|
2022
Q2 | $224K | Hold |
2,087
| – | – | 0.04% | 107 |
|
|
2022
Q1 | $233K | Sell |
2,087
-13
| -0.6% | -$1.45K | 0.04% | 121 |
|
|
2021
Q4 | $220K | Buy |
2,100
+13
| +0.6% | +$1.36K | 0.04% | 127 |
|
|
2021
Q3 | $204K | Hold |
2,087
| – | – | 0.04% | 119 |
|
|
2021
Q2 | $206K | Sell |
2,087
-100
| -5% | -$9.87K | 0.04% | 117 |
|
|
2021
Q1 | $211K | Hold |
2,187
| – | – | 0.05% | 113 |
|
|
2020
Q4 | $200K | Hold |
2,187
| – | – | 0.05% | 105 |
|
|
2020
Q3 | $194K | Sell |
2,187
-44
| -2% | -$3.9K | 0.06% | 93 |
|
|
2020
Q2 | $178K | Sell |
2,231
-30
| -1% | -$2.39K | 0.06% | 100 |
|
|
2020
Q1 | $183K | Sell |
2,261
-106
| -4% | -$8.58K | 0.07% | 75 |
|
|
2019
Q4 | $215K | Buy |
+2,367
| New | +$215K | 0.11% | 82 |
|