Homrich & Berg’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.56M | Buy |
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|
2021
Q2 | $3.39M | Buy |
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|
2021
Q1 | $2.98M | Buy |
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|
2020
Q4 | $2.16M | Buy |
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|
2020
Q3 | $2M | Sell |
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|
2020
Q2 | $1.92M | Buy |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $905K | Buy |
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|
2018
Q4 | $795K | Buy |
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|
2018
Q3 | $719K | Sell |
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|
2018
Q2 | $772K | Sell |
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|
2018
Q1 | $1.01M | Buy |
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|
2017
Q4 | $1.08M | Buy |
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|
2017
Q3 | $1.02M | Buy |
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|
2017
Q2 | $1.02M | Sell |
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|
2017
Q1 | $1.03M | Buy |
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|
2016
Q4 | $936K | Buy |
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|
2016
Q3 | $870K | Buy |
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|
2016
Q2 | $932K | Buy |
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|
2016
Q1 | $556K | Buy |
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|
2015
Q4 | $484K | Sell |
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|
2015
Q3 | $510K | Buy |
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|
2015
Q2 | $448K | Sell |
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|
2015
Q1 | $487K | Buy |
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|
2014
Q4 | $489K | Sell |
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|
2014
Q3 | $463K | Buy |
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|
2014
Q2 | $419K | Sell |
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|
2014
Q1 | $611K | Sell |
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|
2013
Q4 | $621K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $496K | Buy |
|