Laurel Wealth Advisors (California)’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 | $1.36M | Buy |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.49M | Sell |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $930K | Buy |
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|
2020
Q1 | $847K | Buy |
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|
2019
Q4 | $862K | Sell |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $914K | Buy |
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|
2019
Q1 | $922K | Buy |
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|
2018
Q4 | $877K | Sell |
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|
2018
Q3 | $831K | Buy |
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|
2018
Q2 | $645K | Buy |
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|
2018
Q1 | $630K | Sell |
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|
2017
Q4 | $977K | Sell |
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|
2017
Q3 | $1.05M | Sell |
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|
2017
Q2 | $1.06M | Buy |
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|
2017
Q1 | $1.03M | Sell |
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|
2016
Q4 | $1.03M | Sell |
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|
2016
Q3 | $1.5M | Sell |
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|
2016
Q2 | $1.61M | Sell |
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|
2016
Q1 | $1.52M | Buy |
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|
2015
Q4 | $1.28M | Buy |
|