First Personal Financial Services’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 | $2.19M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $765K | Hold |
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|
2023
Q3 | $696K | Sell |
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|
2023
Q2 | $715K | Hold |
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|
2023
Q1 | $769K | Sell |
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|
2022
Q4 | $901K | Buy |
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|
2022
Q3 | $813K | Sell |
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|
2022
Q2 | $960K | Buy |
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|
2022
Q1 | $920K | Sell |
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|
2021
Q4 | $878K | Sell |
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|
2021
Q3 | $854K | Hold |
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|
2021
Q2 | $864K | Buy |
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|
2021
Q1 | $829K | Sell |
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|
2020
Q4 | $811K | Buy |
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|
2020
Q3 | $737K | Sell |
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|
2020
Q2 | $713K | Sell |
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|
2020
Q1 | $744K | Sell |
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|
2019
Q4 | $958K | Sell |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.33M | Sell |
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|
2018
Q4 | $1.32M | Sell |
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|
2018
Q3 | $1.26M | Sell |
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|
2018
Q2 | $1.33M | Sell |
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|
2018
Q1 | $1.37M | Sell |
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|
2017
Q4 | $1.53M | Buy |
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|
2017
Q3 | $1.45M | Sell |
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|
2017
Q2 | $1.5M | Sell |
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|
2017
Q1 | $1.49M | Sell |
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|
2016
Q4 | $1.45M | Sell |
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|
2016
Q3 | $1.62M | Buy |
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|
2016
Q2 | $1.64M | Buy |
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|
2016
Q1 | $1.49M | Sell |
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|
2015
Q4 | $1.35M | Sell |
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|
2015
Q3 | $1.37M | Sell |
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|
2015
Q2 | $1.37M | Sell |
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|
2015
Q1 | $1.63M | Sell |
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|
2014
Q4 | $1.85M | Buy |
|