Community Bank of Raymore’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Hold |
7,690
| – | – | 0.67% | 38 |
|
|
2025
Q1 | $938K | Hold |
7,690
| – | – | 0.76% | 36 |
|
|
2024
Q4 | $829K | Sell |
7,690
-1,055
| -12% | -$114K | 0.65% | 38 |
|
|
2024
Q3 | $1.01M | Sell |
8,745
-750
| -8% | -$86.5K | 0.76% | 34 |
|
|
2024
Q2 | $952K | Buy |
9,495
+33
| +0.3% | +$3.31K | 0.74% | 35 |
|
|
2024
Q1 | $915K | Sell |
9,462
-3,498
| -27% | -$338K | 0.43% | 51 |
|
|
2023
Q4 | $1.26M | Sell |
12,960
-200
| -2% | -$19.4K | 0.55% | 44 |
|
|
2023
Q3 | $1.16M | Hold |
13,160
| – | – | 0.54% | 42 |
|
|
2023
Q2 | $1.18M | Sell |
13,160
-833
| -6% | -$74.8K | 0.51% | 44 |
|
|
2023
Q1 | $1.35M | Sell |
13,993
-1,666
| -11% | -$161K | 0.52% | 40 |
|
|
2022
Q4 | $1.61M | Hold |
15,659
| – | – | 0.59% | 34 |
|
|
2022
Q3 | $1.46M | Hold |
15,659
| – | – | 0.5% | 29 |
|
|
2022
Q2 | $1.68M | Hold |
15,659
| – | – | 0.51% | 28 |
|
|
2022
Q1 | $1.75M | Hold |
15,659
| – | – | 0.49% | 27 |
|
|
2021
Q4 | $1.64M | Sell |
15,659
-3,342
| -18% | -$350K | 0.71% | 23 |
|
|
2021
Q3 | $1.85M | Hold |
19,001
| – | – | 0.56% | 28 |
|
|
2021
Q2 | $1.88M | Hold |
19,001
| – | – | 0.6% | 26 |
|
|
2021
Q1 | $1.83M | Hold |
19,001
| – | – | 0.6% | 25 |
|
|
2020
Q4 | $1.74M | Hold |
19,001
| – | – | 0.66% | 25 |
|
|
2020
Q3 | $1.68M | Sell |
19,001
-150
| -0.8% | -$13.3K | 0.75% | 23 |
|
|
2020
Q2 | $1.53M | Hold |
19,151
| – | – | 0.71% | 23 |
|
|
2020
Q1 | $1.55M | Hold |
19,151
| – | – | 0.83% | 23 |
|
|
2019
Q4 | $1.75M | Buy |
19,151
+166
| +0.9% | +$15.1K | 0.59% | 27 |
|
|
2019
Q3 | $1.82M | Sell |
18,985
-55
| -0.3% | -$5.27K | 0.64% | 27 |
|
|
2019
Q2 | $1.68M | Hold |
19,040
| – | – | 0.53% | 28 |
|
|
2019
Q1 | $1.71M | Hold |
19,040
| – | – | 0.54% | 28 |
|
|
2018
Q4 | $1.64M | Hold |
19,040
| – | – | 0.59% | 27 |
|
|
2018
Q3 | $1.52M | Hold |
19,040
| – | – | 0.49% | 28 |
|
|
2018
Q2 | $1.51M | Hold |
19,040
| – | – | 0.52% | 27 |
|
|
2018
Q1 | $1.48M | Hold |
19,040
| – | – | 0.58% | 26 |
|
|
2017
Q4 | $1.6M | Hold |
19,040
| – | – | 0.59% | 26 |
|
|
2017
Q3 | $1.6M | Hold |
19,040
| – | – | 0.61% | 26 |
|
|
2017
Q2 | $1.59M | Hold |
19,040
| – | – | 0.62% | 26 |
|
|
2017
Q1 | $1.56M | Hold |
19,040
| – | – | 0.64% | 25 |
|
|
2016
Q4 | $1.48M | Hold |
19,040
| – | – | 0.61% | 26 |
|
|
2016
Q3 | $1.52M | Buy |
19,040
+124
| +0.7% | +$9.93K | 0.68% | 24 |
|
|
2016
Q2 | $1.62M | Hold |
18,916
| – | – | 0.74% | 24 |
|
|
2016
Q1 | $1.52M | Hold |
18,916
| – | – | 0.74% | 24 |
|
|
2015
Q4 | $1.35M | Hold |
18,916
| – | – | 0.7% | 25 |
|
|
2015
Q3 | $1.36M | Hold |
18,916
| – | – | 0.75% | 23 |
|
|
2015
Q2 | $1.34M | Hold |
18,916
| – | – | 0.7% | 22 |
|
|
2015
Q1 | $1.45M | Hold |
18,916
| – | – | 0.73% | 22 |
|
|
2014
Q4 | $1.58M | Buy |
+18,916
| New | +$1.58M | 0.84% | 20 |
|