Gideon Capital Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,684
| Closed | -$1.8M | – | 57 |
|
|
2019
Q4 | $1.8M | Buy |
19,684
+14,132
| +255% | +$1.29M | 0.62% | 63 |
|
|
2019
Q3 | $532K | Buy |
+5,552
| New | +$532K | 0.17% | 175 |
|
|
2018
Q3 | – | Sell |
-10,838
| Closed | -$857K | – | 384 |
|
|
2018
Q2 | $857K | Buy |
10,838
+6,735
| +164% | +$533K | 0.43% | 55 |
|
|
2018
Q1 | $318K | Sell |
4,103
-2,355
| -36% | -$183K | 0.2% | 214 |
|
|
2017
Q4 | $543K | Buy |
6,458
+1,000
| +18% | +$84.1K | 0.48% | 49 |
|
|
2017
Q3 | $458K | Buy |
+5,458
| New | +$458K | 0.45% | 56 |
|
|
2016
Q3 | – | Sell |
-18,765
| Closed | -$1.61M | – | 210 |
|
|
2016
Q2 | $1.61M | Buy |
+18,765
| New | +$1.61M | 0.94% | 27 |
|
|
2016
Q1 | – | Sell |
-5,603
| Closed | -$400K | – | 170 |
|
|
2015
Q4 | $400K | Buy |
+5,603
| New | +$400K | 0.29% | 122 |
|
|
2014
Q1 | – | Sell |
-8,361
| Closed | -$577K | – | 225 |
|
|
2013
Q4 | $577K | Buy |
+8,361
| New | +$577K | 0.34% | 90 |
|