Laurel Wealth Advisors (California)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.36M | Buy |
13,177
+207
| +2% | +$21.3K | 0.13% | 170 |
|
|
2022
Q3 | $1.21M | Sell |
12,970
-290
| -2% | -$27K | 0.13% | 172 |
|
|
2022
Q2 | $1.42M | Sell |
13,260
-4,611
| -26% | -$494K | 0.15% | 152 |
|
|
2022
Q1 | $2M | Buy |
17,871
+662
| +4% | +$73.9K | 0.16% | 133 |
|
|
2021
Q4 | $1.81M | Buy |
17,209
+2,327
| +16% | +$244K | 0.14% | 147 |
|
|
2021
Q3 | $1.45M | Sell |
14,882
-397
| -3% | -$38.7K | 0.27% | 81 |
|
|
2021
Q2 | $1.51M | Sell |
15,279
-188
| -1% | -$18.6K | 0.2% | 119 |
|
|
2021
Q1 | $1.49M | Sell |
15,467
-33
| -0.2% | -$3.19K | 0.23% | 101 |
|
|
2020
Q4 | $1.42M | Sell |
15,500
-567
| -4% | -$51.9K | 0.21% | 117 |
|
|
2020
Q3 | $1.42M | Buy |
16,067
+4,426
| +38% | +$392K | 0.24% | 100 |
|
|
2020
Q2 | $930K | Buy |
11,641
+1,165
| +11% | +$93.1K | 0.17% | 138 |
|
|
2020
Q1 | $847K | Buy |
10,476
+1,019
| +11% | +$82.4K | 0.19% | 127 |
|
|
2019
Q4 | $862K | Sell |
9,457
-1,458
| -13% | -$133K | 0.14% | 163 |
|
|
2019
Q3 | $1.05M | Buy |
10,915
+558
| +5% | +$53.5K | 0.18% | 146 |
|
|
2019
Q2 | $914K | Buy |
10,357
+111
| +1% | +$9.8K | 0.2% | 129 |
|
|
2019
Q1 | $922K | Buy |
10,246
+80
| +0.8% | +$7.2K | 0.23% | 116 |
|
|
2018
Q4 | $877K | Sell |
10,166
-229
| -2% | -$19.8K | 0.26% | 96 |
|
|
2018
Q3 | $831K | Buy |
10,395
+2,233
| +27% | +$179K | 0.2% | 118 |
|
|
2018
Q2 | $645K | Buy |
8,162
+25
| +0.3% | +$1.98K | 0.17% | 131 |
|
|
2018
Q1 | $630K | Sell |
8,137
-3,484
| -30% | -$270K | 0.2% | 117 |
|
|
2017
Q4 | $977K | Sell |
11,621
-867
| -7% | -$72.9K | 0.28% | 92 |
|
|
2017
Q3 | $1.05M | Sell |
12,488
-155
| -1% | -$13K | 0.35% | 82 |
|
|
2017
Q2 | $1.06M | Buy |
12,643
+32
| +0.3% | +$2.67K | 0.38% | 79 |
|
|
2017
Q1 | $1.03M | Sell |
12,611
-638
| -5% | -$52.3K | 0.4% | 75 |
|
|
2016
Q4 | $1.03M | Sell |
13,249
-5,480
| -29% | -$425K | 0.46% | 68 |
|
|
2016
Q3 | $1.5M | Sell |
18,729
-46
| -0.2% | -$3.68K | 0.71% | 37 |
|
|
2016
Q2 | $1.61M | Sell |
18,775
-128
| -0.7% | -$11K | 0.77% | 33 |
|
|
2016
Q1 | $1.53M | Buy |
18,903
+990
| +6% | +$79.9K | 0.77% | 34 |
|
|
2015
Q4 | $1.28M | Buy |
+17,913
| New | +$1.28M | 0.66% | 40 |
|