FCB
First Command Bank’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $675K | Sell |
7,525
-331
| -4% | -$29.7K | 0.06% | 74 |
|
|
2023
Q1 | $758K | Buy |
7,856
+478
| +6% | +$46.1K | 0.08% | 67 |
|
|
2022
Q4 | $760K | Hold |
7,378
| – | – | 0.1% | 60 |
|
|
2022
Q3 | $686K | Buy |
7,378
+490
| +7% | +$45.6K | 0.1% | 62 |
|
|
2022
Q2 | $738K | Buy |
6,888
+10
| +0.1% | +$1.07K | 0.11% | 63 |
|
|
2022
Q1 | $768K | Buy |
6,878
+527
| +8% | +$58.8K | 0.11% | 65 |
|
|
2021
Q4 | $620K | Hold |
6,351
| – | – | 0.11% | 75 |
|
|
2021
Q3 | $620K | Buy |
6,351
+317
| +5% | +$30.9K | 0.11% | 75 |
|
|
2021
Q2 | $596K | Buy |
6,034
+326
| +6% | +$32.2K | 0.07% | 78 |
|
|
2021
Q1 | $551K | Buy |
5,708
+158
| +3% | +$15.3K | 0.12% | 76 |
|
|
2020
Q4 | $508K | Buy |
5,550
+624
| +13% | +$57.1K | 0.12% | 73 |
|
|
2020
Q3 | $436K | Sell |
4,926
-46
| -0.9% | -$4.07K | 0.12% | 74 |
|
|
2020
Q2 | $397K | Hold |
4,972
| – | – | 0.13% | 73 |
|
|
2020
Q1 | $402K | Hold |
4,972
| – | – | 0.22% | 72 |
|
|
2019
Q4 | $453K | Sell |
4,972
-532
| -10% | -$48.5K | 0.21% | 73 |
|
|
2019
Q3 | $528K | Buy |
5,504
+788
| +17% | +$75.6K | 0.27% | 60 |
|
|
2019
Q2 | $416K | Buy |
4,716
+718
| +18% | +$63.3K | 0.21% | 74 |
|
|
2019
Q1 | $360K | Buy |
3,998
+448
| +13% | +$40.3K | 0.18% | 79 |
|
|
2018
Q4 | $306K | Buy |
3,550
+847
| +31% | +$73K | 0.16% | 79 |
|
|
2018
Q3 | $216K | Sell |
2,703
-157
| -5% | -$12.5K | 0.06% | 110 |
|
|
2018
Q2 | $227K | Buy |
2,860
+3
| +0.1% | +$238 | 0.07% | 110 |
|
|
2018
Q1 | $221K | Sell |
2,857
-564
| -16% | -$43.7K | 0.12% | 96 |
|
|
2017
Q4 | $288K | Sell |
3,421
-297
| -8% | -$25K | 0.16% | 83 |
|
|
2017
Q3 | $312K | Buy |
3,718
+127
| +4% | +$10.7K | 0.19% | 73 |
|
|
2017
Q2 | $300K | Buy |
3,591
+100
| +3% | +$8.35K | 0.2% | 73 |
|
|
2017
Q1 | $286K | Buy |
3,491
+100
| +3% | +$8.19K | 0.2% | 73 |
|
|
2016
Q4 | $263K | Buy |
+3,391
| New | +$263K | 0.21% | 79 |
|