HFA
HC Financial Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.8M | Sell |
26,120
-1,300
| -5% | -$139K | 1.87% | 11 |
|
|
2022
Q1 | $3.06M | Sell |
27,420
-379
| -1% | -$42.3K | 1.82% | 16 |
|
|
2021
Q4 | $2.92M | Buy |
27,799
+200
| +0.7% | +$21K | 1.62% | 19 |
|
|
2021
Q3 | $2.69M | Sell |
27,599
-862
| -3% | -$84.1K | 1.62% | 18 |
|
|
2021
Q2 | $2.81M | Sell |
28,461
-1,382
| -5% | -$136K | 1.64% | 19 |
|
|
2021
Q1 | $2.88M | Buy |
29,843
+203
| +0.7% | +$19.6K | 1.76% | 19 |
|
|
2020
Q4 | $2.71M | Sell |
29,640
-1,098
| -4% | -$101K | 1.74% | 17 |
|
|
2020
Q3 | $2.72M | Sell |
30,738
-997
| -3% | -$88.3K | 1.95% | 10 |
|
|
2020
Q2 | $2.54M | Sell |
31,735
-412
| -1% | -$32.9K | 1.98% | 9 |
|
|
2020
Q1 | $2.6M | Buy |
32,147
+3,341
| +12% | +$270K | 2.32% | 8 |
|
|
2019
Q4 | $2.63M | Buy |
28,806
+1,963
| +7% | +$179K | 2.06% | 16 |
|
|
2019
Q3 | $2.57M | Buy |
26,843
+971
| +4% | +$93.1K | 2.2% | 13 |
|
|
2019
Q2 | $2.28M | Buy |
25,872
+690
| +3% | +$60.9K | 2.28% | 18 |
|
|
2019
Q1 | $2.27M | Buy |
25,182
+2,812
| +13% | +$253K | 2.38% | 17 |
|
|
2018
Q4 | $1.93M | Buy |
22,370
+2,271
| +11% | +$196K | 4.31% | 11 |
|
|
2018
Q3 | $1.61M | Buy |
20,099
+16,417
| +446% | +$1.31M | 1.42% | 29 |
|
|
2018
Q2 | $291K | Buy |
3,682
+159
| +5% | +$12.6K | 0.28% | 64 |
|
|
2018
Q1 | $273K | Buy |
+3,523
| New | +$273K | 0.27% | 66 |
|