Lehman Financial Resources’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $954K | Buy |
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|
2018
Q2 | $927K | Hold |
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|
2018
Q1 | $908K | Buy |
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|
2017
Q4 | $959K | Hold |
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|
2017
Q3 | $957K | Sell |
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|
2017
Q2 | $966K | Hold |
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|
2017
Q1 | $942K | Buy |
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|
2016
Q4 | $885K | Sell |
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|
2016
Q3 | $928K | Sell |
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|
2016
Q2 | $1.04M | Sell |
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|
2016
Q1 | $1.09M | Hold |
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|
2015
Q4 | $965K | Sell |
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|
2015
Q3 | $997K | Hold |
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|
2015
Q2 | $978K | Hold |
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|
2015
Q1 | $1.06M | Buy |
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|
2014
Q4 | $1.11M | Sell |
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|
2014
Q3 | $1.02M | Buy |
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|
2014
Q2 | $985K | Hold |
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|
2014
Q1 | $946K | Hold |
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|
2013
Q4 | $916K | Sell |
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|
2013
Q3 | $907K | Buy |
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|
2013
Q2 | $892K | Buy |
|