Gideon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.79M | Buy |
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|
2019
Q3 | $532K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $857K | Buy |
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|
2018
Q1 | $318K | Sell |
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|
2017
Q4 | $543K | Buy |
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|
2017
Q3 | $458K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.61M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $400K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $577K | Buy |
|