Lehman & Derafelo Financial Resources’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 | $1.14M | Buy |
11,112
+166
| +2% | +$17.1K | 0.34% | 42 |
|
|
2022
Q3 | $1.02M | Sell |
10,946
-1,200
| -10% | -$112K | 0.32% | 39 |
|
|
2022
Q2 | $1.3M | Sell |
12,146
-333
| -3% | -$35.7K | 0.4% | 38 |
|
|
2022
Q1 | $1.39M | Buy |
12,479
+800
| +7% | +$89.3K | 0.39% | 40 |
|
|
2021
Q4 | $1.23M | Hold |
11,679
| – | – | 0.37% | 44 |
|
|
2021
Q3 | $1.14M | Sell |
11,679
-666
| -5% | -$65K | 0.37% | 46 |
|
|
2021
Q2 | $1.22M | Sell |
12,345
-931
| -7% | -$91.9K | 0.33% | 49 |
|
|
2021
Q1 | $1.28M | Buy |
13,276
+310
| +2% | +$29.9K | 0.36% | 42 |
|
|
2020
Q4 | $1.19M | Sell |
12,966
-433
| -3% | -$39.6K | 0.36% | 45 |
|
|
2020
Q3 | $1.19M | Buy |
13,399
+638
| +5% | +$56.5K | 0.38% | 40 |
|
|
2020
Q2 | $1.02M | Sell |
12,761
-166
| -1% | -$13.3K | 0.36% | 43 |
|
|
2020
Q1 | $1.05M | Buy |
12,927
+400
| +3% | +$32.4K | 0.44% | 38 |
|
|
2019
Q4 | $1.14M | Hold |
12,527
| – | – | 0.41% | 43 |
|
|
2019
Q3 | $1.2M | Hold |
12,527
| – | – | 0.46% | 39 |
|
|
2019
Q2 | $1.12M | Buy |
12,527
+600
| +5% | +$53.8K | 0.46% | 38 |
|
|
2019
Q1 | $1.07M | Hold |
11,927
| – | – | 0.46% | 36 |
|
|
2018
Q4 | $1.03M | Buy |
+11,927
| New | +$1.03M | 0.51% | 33 |
|