JT Stratford LLC’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $844K | Buy |
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|
2022
Q3 | $719K | Sell |
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|
2022
Q2 | $889K | Sell |
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|
2022
Q1 | $966K | Sell |
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|
2021
Q4 | $967K | Sell |
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|
2021
Q3 | $903K | Sell |
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|
2021
Q2 | $935K | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $2.12M | Sell |
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|
2020
Q3 | $2.39M | Sell |
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|
2020
Q2 | $2.3M | Sell |
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|
2020
Q1 | $2.65M | Buy |
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|
2019
Q4 | $2.63M | Buy |
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|
2019
Q3 | $2.33M | Buy |
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|
2019
Q2 | $1.27M | Buy |
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|
2019
Q1 | $847K | Buy |
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|
2018
Q4 | $707K | Buy |
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|
2018
Q3 | $640K | Buy |
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|
2018
Q2 | $537K | Buy |
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|
2018
Q1 | $479K | Sell |
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|
2017
Q4 | $532K | Sell |
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|
2017
Q3 | $564K | Buy |
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|
2017
Q2 | $446K | Sell |
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|
2017
Q1 | $443K | Sell |
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|
2016
Q4 | $462K | Buy |
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