IberiaBank’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$2.27M Sell
28,468
-6,955
-20% -$556K 0.27% 97
2020
Q1
$2.87M Sell
35,423
-45,410
-56% -$3.67M 0.38% 78
2019
Q4
$7.37M Sell
80,833
-1,461
-2% -$133K 0.77% 45
2019
Q3
$7.89M Sell
82,294
-203
-0.2% -$19.5K 0.91% 39
2019
Q2
$7.28M Sell
82,497
-31,259
-27% -$2.76M 0.8% 46
2019
Q1
$10.2M Buy
113,756
+25,471
+29% +$2.29M 1.19% 24
2018
Q4
$7.62M Buy
88,285
+13,913
+19% +$1.2M 0.99% 30
2018
Q3
$5.95M Buy
74,372
+12,391
+20% +$991K 0.74% 39
2018
Q2
$4.9M Buy
61,981
+1,179
+2% +$93.2K 0.85% 35
2018
Q1
$4.71M Sell
60,802
-2,993
-5% -$232K 0.94% 28
2017
Q4
$5.37M Sell
63,795
-1,533
-2% -$129K 0.84% 33
2017
Q3
$5.49M Buy
65,328
+2,297
+4% +$193K 0.91% 34
2017
Q2
$5.27M Buy
63,031
+2,343
+4% +$196K 1.57% 17
2017
Q1
$4.98M Sell
60,688
-1,082
-2% -$88.7K 1.57% 17
2016
Q4
$4.8M Buy
61,770
+6,220
+11% +$483K 1.76% 17
2016
Q3
$4.45M Buy
55,550
+18,891
+52% +$1.51M 1.89% 18
2016
Q2
$3.15M Sell
36,659
-9,327
-20% -$800K 1.39% 30
2016
Q1
$3.71M Sell
45,986
-3,743
-8% -$302K 1.75% 24
2015
Q4
$3.55M Buy
49,729
+7,258
+17% +$518K 1.59% 26
2015
Q3
$3.06M Buy
42,471
+8,572
+25% +$617K 1.57% 26
2015
Q2
$2.39M Sell
33,899
-13,203
-28% -$932K 1.07% 39
2015
Q1
$3.62M Buy
47,102
+13,195
+39% +$1.01M 1.62% 18
2014
Q4
$2.83M Sell
33,907
-2,308
-6% -$193K 1.55% 20
2014
Q3
$2.71M Sell
36,215
-789
-2% -$59K 1.52% 24
2014
Q2
$2.75M Sell
37,004
-271
-0.7% -$20.1K 1.53% 18
2014
Q1
$2.66M Buy
37,275
+1,481
+4% +$105K 1.64% 17
2013
Q4
$2.47M Buy
35,794
+284
+0.8% +$19.6K 1.61% 18
2013
Q3
$2.37M Buy
35,510
+3,594
+11% +$240K 1.56% 17
2013
Q2
$2.15M Buy
+31,916
New +$2.15M 1.63% 15