Hotaling Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $348K | Hold |
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|
2022
Q1 | $362K | Hold |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $341K | Hold |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $316K | Hold |
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|
2020
Q3 | $306K | Sell |
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|
2020
Q2 | $285K | Buy |
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|
2020
Q1 | $279K | Hold |
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|
2019
Q4 | $315K | Hold |
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|
2019
Q3 | $331K | Hold |
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|
2019
Q2 | $305K | Sell |
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|
2019
Q1 | $319K | Sell |
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|
2018
Q4 | $325K | Buy |
|