Cordasco Financial Network’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $891K | Buy |
|
|||||
|
2022
Q1 | $890K | Buy |
|
|||||
|
2021
Q4 | $824K | Sell |
|
|||||
|
2021
Q3 | $774K | Buy |
|
|||||
|
2021
Q2 | $781K | Sell |
|
|||||
|
2021
Q1 | $786K | Sell |
|
|||||
|
2020
Q4 | $824K | Sell |
|
|||||
|
2020
Q3 | $870K | Sell |
|
|||||
|
2020
Q2 | $803K | Buy |
|
|||||
|
2020
Q1 | $736K | Buy |
|
|||||
|
2019
Q4 | $512K | Buy |
|
|||||
|
2019
Q3 | $451K | Buy |
|
|||||
|
2019
Q2 | $398K | Buy |
|
|||||
|
2019
Q1 | $401K | Buy |
|
|||||
|
2018
Q4 | $381K | Hold |
|
|||||
|
2018
Q3 | $353K | Sell |
|
|||||
|
2018
Q2 | $373K | Buy |
|
|||||
|
2018
Q1 | $319K | Hold |
|
|||||
|
2017
Q4 | $346K | Sell |
|
|||||
|
2017
Q3 | $350K | Buy |
|
|||||
|
2017
Q2 | $176K | Sell |
|
|||||
|
2017
Q1 | $337K | Sell |
|
|||||
|
2016
Q4 | $350K | Sell |
|
|||||
|
2016
Q3 | $642K | Hold |
|
|||||
|
2016
Q2 | $642K | Sell |
|
|||||
|
2016
Q1 | $672K | Sell |
|
|||||
|
2015
Q4 | $1.3M | Sell |
|
|||||
|
2015
Q3 | $1.85M | Buy |
|
|||||
|
2015
Q2 | $141K | Hold |
|
|||||
|
2015
Q1 | $154K | Buy |
|
|||||
|
2014
Q4 | $149K | Hold |
|
|||||
|
2014
Q3 | $133K | Buy |
|
|||||
|
2014
Q2 | $80K | Hold |
|
|||||
|
2014
Q1 | $77K | Hold |
|
|||||
|
2013
Q4 | $75K | Buy |
|