FinTrust Capital Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.86M | Buy |
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|
2024
Q2 | $3M | Buy |
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|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $2.26M | Sell |
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|
2023
Q3 | $2.05M | Buy |
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|
2023
Q2 | $2.25M | Hold |
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|
2023
Q1 | $2.25M | Hold |
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|
2022
Q4 | $2.25M | Sell |
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|
2022
Q3 | $2.06M | Sell |
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|
2022
Q2 | $2.47M | Buy |
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|
2022
Q1 | $2.47M | Buy |
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|
2021
Q4 | $2.25M | Buy |
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|
2021
Q3 | $1.97M | Sell |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $1.72M | Buy |
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|
2020
Q3 | $1.65K | Sell |
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|
2020
Q2 | $1.56M | Buy |
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|
2020
Q1 | $1.43M | Sell |
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|
2019
Q4 | $1.84M | Sell |
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|
2019
Q3 | $1.94M | Sell |
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|
2019
Q2 | $1.82M | Buy |
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|
2019
Q1 | $1.83M | Sell |
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|
2018
Q4 | $1.79M | Buy |
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