Johnson Financial Group LLC (Colorado)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,269
| Closed | -$448K | – | 56 |
|
|
2021
Q4 | $448K | Sell |
4,269
-659
| -13% | -$69.2K | 0.07% | 38 |
|
|
2021
Q3 | $480K | Sell |
4,928
-970
| -16% | -$94.5K | 0.09% | 36 |
|
|
2021
Q2 | $582K | Buy |
5,898
+1,148
| +24% | +$113K | 0.11% | 35 |
|
|
2021
Q1 | $459K | Buy |
+4,750
| New | +$459K | 0.11% | 31 |
|
|
2018
Q1 | – | Sell |
-2,478
| Closed | -$208K | – | 73 |
|
|
2017
Q4 | $208K | Sell |
2,478
-456
| -16% | -$38.3K | 0.16% | 77 |
|
|
2017
Q3 | $246K | Buy |
2,934
+392
| +15% | +$32.9K | 0.2% | 58 |
|
|
2017
Q2 | $212K | Hold |
2,542
| – | – | 0.18% | 61 |
|
|
2017
Q1 | $208K | Sell |
2,542
-1,370
| -35% | -$112K | 0.24% | 58 |
|
|
2016
Q4 | $304K | Buy |
+3,912
| New | +$304K | 0.24% | 61 |
|