Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $954K | Buy |
11,927
+200
| +2% | +$16K | 0.45% | 34 |
|
|
2018
Q2 | $927K | Hold |
11,727
| – | – | 0.47% | 35 |
|
|
2018
Q1 | $908K | Buy |
11,727
+323
| +3% | +$25K | 0.47% | 35 |
|
|
2017
Q4 | $959K | Hold |
11,404
| – | – | 0.5% | 34 |
|
|
2017
Q3 | $957K | Sell |
11,404
-93
| -0.8% | -$7.8K | 0.49% | 34 |
|
|
2017
Q2 | $966K | Hold |
11,497
| – | – | 0.54% | 31 |
|
|
2017
Q1 | $942K | Buy |
11,497
+93
| +0.8% | +$7.62K | 0.52% | 32 |
|
|
2016
Q4 | $885K | Sell |
11,404
-200
| -2% | -$15.5K | 0.5% | 32 |
|
|
2016
Q3 | $928K | Sell |
11,604
-492
| -4% | -$39.3K | 0.54% | 32 |
|
|
2016
Q2 | $1.04M | Sell |
12,096
-1,432
| -11% | -$123K | 0.52% | 33 |
|
|
2016
Q1 | $1.09M | Hold |
13,528
| – | – | 0.58% | 31 |
|
|
2015
Q4 | $965K | Sell |
13,528
-333
| -2% | -$23.8K | 0.52% | 30 |
|
|
2015
Q3 | $997K | Hold |
13,861
| – | – | 0.51% | 32 |
|
|
2015
Q2 | $978K | Hold |
13,861
| – | – | 0.47% | 31 |
|
|
2015
Q1 | $1.06M | Buy |
13,861
+554
| +4% | +$42.5K | 0.49% | 30 |
|
|
2014
Q4 | $1.11M | Sell |
13,307
-332
| -2% | -$27.7K | 0.55% | 33 |
|
|
2014
Q3 | $1.02M | Buy |
13,639
+360
| +3% | +$26.9K | 0.53% | 34 |
|
|
2014
Q2 | $985K | Hold |
13,279
| – | – | 0.47% | 36 |
|
|
2014
Q1 | $946K | Hold |
13,279
| – | – | 0.49% | 33 |
|
|
2013
Q4 | $916K | Sell |
13,279
-300
| -2% | -$20.7K | 0.57% | 32 |
|
|
2013
Q3 | $907K | Buy |
13,579
+367
| +3% | +$24.5K | 0.58% | 33 |
|
|
2013
Q2 | $892K | Buy |
+13,212
| New | +$892K | 0.6% | 30 |
|