HL Financial Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $5.46M | Buy |
60,708
+1,145
| +2% | +$103K | 0.08% | 147 |
|
|
2018
Q4 | $5.14M | Sell |
59,563
-699
| -1% | -$60.3K | 0.09% | 146 |
|
|
2018
Q3 | $4.82M | Buy |
60,262
+3,846
| +7% | +$308K | 0.07% | 163 |
|
|
2018
Q2 | $4.46M | Buy |
56,416
+1,541
| +3% | +$122K | 0.08% | 164 |
|
|
2018
Q1 | $4.25M | Sell |
54,875
-3,860
| -7% | -$299K | 0.08% | 174 |
|
|
2017
Q4 | $4.94M | Sell |
58,735
-2,134
| -4% | -$179K | 0.1% | 121 |
|
|
2017
Q3 | $5.11M | Buy |
60,869
+2,102
| +4% | +$176K | 0.1% | 121 |
|
|
2017
Q2 | $4.91M | Buy |
58,767
+4,334
| +8% | +$362K | 0.1% | 122 |
|
|
2017
Q1 | $4.46M | Sell |
54,433
-2,010
| -4% | -$165K | 0.09% | 126 |
|
|
2016
Q4 | $4.38M | Sell |
56,443
-4,458
| -7% | -$346K | 0.09% | 129 |
|
|
2016
Q3 | $4.87M | Sell |
60,901
-1,242
| -2% | -$99.4K | 0.11% | 118 |
|
|
2016
Q2 | $5.33M | Buy |
62,143
+1,002
| +2% | +$86K | 0.13% | 108 |
|
|
2016
Q1 | $4.93M | Sell |
61,141
-1,370
| -2% | -$111K | 0.12% | 109 |
|
|
2015
Q4 | $4.46M | Buy |
62,511
+1,510
| +2% | +$108K | 0.11% | 113 |
|
|
2015
Q3 | $4.39M | Buy |
61,001
+681
| +1% | +$49K | 0.12% | 107 |
|
|
2015
Q2 | $4.26M | Buy |
60,320
+10,635
| +21% | +$751K | 0.11% | 116 |
|
|
2015
Q1 | $3.82M | Sell |
49,685
-642
| -1% | -$49.3K | 0.1% | 130 |
|
|
2014
Q4 | $4.2M | Buy |
50,327
+1,303
| +3% | +$109K | 0.12% | 114 |
|
|
2014
Q3 | $3.67M | Buy |
49,024
+1,179
| +2% | +$88.2K | 0.11% | 124 |
|
|
2014
Q2 | $3.55M | Buy |
47,845
+1,312
| +3% | +$97.3K | 0.1% | 127 |
|
|
2014
Q1 | $3.31M | Sell |
46,533
-3,682
| -7% | -$262K | 0.1% | 129 |
|
|
2013
Q4 | $3.47M | Buy |
50,215
+7,334
| +17% | +$506K | 0.11% | 123 |
|
|
2013
Q3 | $2.86M | Buy |
42,881
+1,603
| +4% | +$107K | 0.1% | 132 |
|
|
2013
Q2 | $2.79M | Buy |
+41,278
| New | +$2.79M | 0.1% | 122 |
|