ISB
Iowa State Bank’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
22,022
-592
| -3% | -$69.9K | 0.52% | 60 |
|
|
2025
Q1 | $2.76M | Sell |
22,614
-1,617
| -7% | -$197K | 0.59% | 55 |
|
|
2024
Q4 | $2.61M | Sell |
24,231
-499
| -2% | -$53.8K | 0.54% | 59 |
|
|
2024
Q3 | $2.85M | Sell |
24,730
-1,791
| -7% | -$207K | 0.59% | 56 |
|
|
2024
Q2 | $2.66M | Buy |
26,521
+603
| +2% | +$60.4K | 0.59% | 59 |
|
|
2024
Q1 | $2.51M | Buy |
25,918
+910
| +4% | +$88K | 0.55% | 63 |
|
|
2023
Q4 | $2.43M | Sell |
25,008
-348
| -1% | -$33.8K | 0.58% | 63 |
|
|
2023
Q3 | $2.24M | Buy |
25,356
+459
| +2% | +$40.5K | 0.58% | 60 |
|
|
2023
Q2 | $2.23M | Sell |
24,897
-342
| -1% | -$30.7K | 0.56% | 61 |
|
|
2023
Q1 | $2.43M | Sell |
25,239
-6,319
| -20% | -$610K | 0.61% | 60 |
|
|
2022
Q4 | $3.25M | Sell |
31,558
-185
| -0.6% | -$19.1K | 0.82% | 48 |
|
|
2022
Q3 | $2.95M | Sell |
31,743
-573
| -2% | -$53.3K | 0.84% | 46 |
|
|
2022
Q2 | $3.46M | Sell |
32,316
-290
| -0.9% | -$31.1K | 0.92% | 45 |
|
|
2022
Q1 | $3.64M | Sell |
32,606
-1,858
| -5% | -$207K | 0.84% | 45 |
|
|
2021
Q4 | $3.62M | Sell |
34,464
-1,021
| -3% | -$107K | 0.85% | 45 |
|
|
2021
Q3 | $3.46M | Sell |
35,485
-1,921
| -5% | -$187K | 0.97% | 36 |
|
|
2021
Q2 | $3.69M | Sell |
37,406
-167
| -0.4% | -$16.5K | 1.04% | 36 |
|
|
2021
Q1 | $3.63M | Sell |
37,573
-2,220
| -6% | -$214K | 1.09% | 33 |
|
|
2020
Q4 | $3.64M | Buy |
39,793
+103
| +0.3% | +$9.43K | 1.21% | 27 |
|
|
2020
Q3 | $3.51M | Buy |
39,690
+1,223
| +3% | +$108K | 1.36% | 27 |
|
|
2020
Q2 | $3.07M | Buy |
38,467
+599
| +2% | +$47.9K | 1.34% | 29 |
|
|
2020
Q1 | $3.06M | Sell |
37,868
-30
| -0.1% | -$2.43K | 1.44% | 24 |
|
|
2019
Q4 | $3.46M | Buy |
37,898
+172
| +0.5% | +$15.7K | 1.23% | 33 |
|
|
2019
Q3 | $3.62M | Sell |
37,726
-2,394
| -6% | -$229K | 1.37% | 28 |
|
|
2019
Q2 | $3.54M | Buy |
40,120
+135
| +0.3% | +$11.9K | 1.58% | 27 |
|
|
2019
Q1 | $3.6M | Sell |
39,985
-17
| -0% | -$1.53K | 1.65% | 26 |
|
|
2018
Q4 | $3.45M | Sell |
40,002
-197
| -0.5% | -$17K | 1.74% | 26 |
|
|
2018
Q3 | $3.22M | Buy |
40,199
+658
| +2% | +$52.7K | 1.43% | 31 |
|
|
2018
Q2 | $3.13M | Sell |
39,541
-130
| -0.3% | -$10.3K | 1.49% | 27 |
|
|
2018
Q1 | $3.07M | Sell |
39,671
-645
| -2% | -$50K | 1.5% | 29 |
|
|
2017
Q4 | $3.39M | Buy |
40,316
+490
| +1% | +$41.2K | 1.53% | 27 |
|
|
2017
Q3 | $3.34M | Sell |
39,826
-487
| -1% | -$40.9K | 1.57% | 29 |
|
|
2017
Q2 | $3.37M | Buy |
40,313
+133
| +0.3% | +$11.1K | 1.61% | 29 |
|
|
2017
Q1 | $3.3M | Buy |
40,180
+304
| +0.8% | +$24.9K | 1.61% | 28 |
|
|
2016
Q4 | $3.1M | Buy |
39,876
+1,469
| +4% | +$114K | 1.59% | 30 |
|
|
2016
Q3 | $3.07M | Sell |
38,407
-325
| -0.8% | -$26K | 1.65% | 29 |
|
|
2016
Q2 | $3.32M | Buy |
38,732
+1,475
| +4% | +$127K | 1.8% | 27 |
|
|
2016
Q1 | $3.01M | Buy |
37,257
+95
| +0.3% | +$7.67K | 1.7% | 28 |
|
|
2015
Q4 | $2.65M | Buy |
37,162
+1,555
| +4% | +$111K | 1.57% | 33 |
|
|
2015
Q3 | $2.56M | Buy |
35,607
+495
| +1% | +$35.6K | 1.75% | 25 |
|
|
2015
Q2 | $2.48M | Buy |
35,112
+295
| +0.8% | +$20.8K | 1.56% | 28 |
|
|
2015
Q1 | $2.67M | Buy |
34,817
+1,155
| +3% | +$88.7K | 1.7% | 29 |
|
|
2014
Q4 | $2.81M | Buy |
33,662
+1,360
| +4% | +$114K | 1.77% | 28 |
|
|
2014
Q3 | $2.42M | Buy |
32,302
+712
| +2% | +$53.2K | 1.61% | 31 |
|
|
2014
Q2 | $2.34M | Buy |
31,590
+1,395
| +5% | +$104K | 1.58% | 31 |
|
|
2014
Q1 | $2.15M | Buy |
30,195
+1,135
| +4% | +$80.8K | 1.53% | 30 |
|
|
2013
Q4 | $2.01M | Buy |
29,060
+441
| +2% | +$30.4K | 1.47% | 31 |
|
|
2013
Q3 | $1.91M | Buy |
28,619
+1,236
| +5% | +$82.5K | 1.5% | 32 |
|
|
2013
Q2 | $1.85M | Buy |
+27,383
| New | +$1.85M | 1.52% | 29 |
|