Fiduciary Financial Services of The Southwest’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5.74M | Sell |
62,894
-862
| -1% | -$78.6K | 1.5% | 24 |
|
|
2019
Q3 | $6.11M | Sell |
63,756
-139
| -0.2% | -$13.3K | 1.63% | 20 |
|
|
2019
Q2 | $5.64M | Sell |
63,895
-378
| -0.6% | -$33.4K | 1.6% | 20 |
|
|
2019
Q1 | $5.79M | Sell |
64,273
-708
| -1% | -$63.7K | 1.68% | 17 |
|
|
2018
Q4 | $5.61M | Sell |
64,981
-198
| -0.3% | -$17.1K | 1.77% | 15 |
|
|
2018
Q3 | $5.22M | Buy |
65,179
+218
| +0.3% | +$17.4K | 1.45% | 21 |
|
|
2018
Q2 | $5.14M | Sell |
64,961
-1,314
| -2% | -$104K | 1.56% | 18 |
|
|
2018
Q1 | $5.13M | Sell |
66,275
-214
| -0.3% | -$16.6K | 1.57% | 18 |
|
|
2017
Q4 | $5.59M | Sell |
66,489
-1,630
| -2% | -$137K | 1.64% | 16 |
|
|
2017
Q3 | $5.72M | Sell |
68,119
-761
| -1% | -$63.9K | 1.71% | 16 |
|
|
2017
Q2 | $5.76M | Buy |
68,880
+553
| +0.8% | +$46.2K | 1.77% | 13 |
|
|
2017
Q1 | $5.6M | Sell |
68,327
-559
| -0.8% | -$45.8K | 1.78% | 13 |
|
|
2016
Q4 | $5.35M | Sell |
68,886
-695
| -1% | -$53.9K | 1.76% | 15 |
|
|
2016
Q3 | $5.57M | Sell |
69,581
-1,226
| -2% | -$98.1K | 1.79% | 13 |
|
|
2016
Q2 | $6.08M | Sell |
70,807
-304
| -0.4% | -$26.1K | 1.95% | 13 |
|
|
2016
Q1 | $5.74M | Sell |
71,111
-1,528
| -2% | -$123K | 2.04% | 12 |
|
|
2015
Q4 | $5.19M | Sell |
72,639
-1,731
| -2% | -$124K | 1.84% | 13 |
|
|
2015
Q3 | $5.35M | Sell |
74,370
-489
| -0.7% | -$35.2K | 1.88% | 14 |
|
|
2015
Q2 | $5.29M | Sell |
74,859
-1,995
| -3% | -$141K | 1.63% | 12 |
|
|
2015
Q1 | $5.9M | Sell |
76,854
-448
| -0.6% | -$34.4K | 1.73% | 12 |
|
|
2014
Q4 | $6.46M | Buy |
77,302
+85
| +0.1% | +$7.1K | 1.85% | 10 |
|
|
2014
Q3 | $5.77M | Sell |
77,217
-1,476
| -2% | -$110K | 1.63% | 15 |
|
|
2014
Q2 | $5.84M | Sell |
78,693
-50
| -0.1% | -$3.71K | 1.64% | 16 |
|
|
2014
Q1 | $5.61M | Sell |
78,743
-431
| -0.5% | -$30.7K | 1.69% | 13 |
|
|
2013
Q4 | $5.46M | Sell |
79,174
-1,139
| -1% | -$78.6K | 1.72% | 15 |
|
|
2013
Q3 | $5.36M | Sell |
80,313
-466
| -0.6% | -$31.1K | 1.77% | 15 |
|
|
2013
Q2 | $5.45M | Buy |
+80,779
| New | +$5.45M | 1.82% | 13 |
|