Lodestar Investment Counsel’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $246K | Hold |
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|
2019
Q1 | $250K | Hold |
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|
2018
Q4 | $240K | Hold |
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|
2018
Q3 | $223K | Hold |
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|
2018
Q2 | $220K | Hold |
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|
2018
Q1 | $216K | Hold |
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|
2017
Q4 | $234K | Hold |
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|
2017
Q3 | $234K | Sell |
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|
2017
Q2 | $247K | Hold |
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|
2017
Q1 | $242K | Sell |
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|
2016
Q4 | $251K | Buy |
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|
2016
Q3 | $245K | Hold |
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|
2016
Q2 | $263K | Buy |
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|
2016
Q1 | $243K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $245K | Hold |
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|
2014
Q3 | $219K | Hold |
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|
2014
Q2 | $218K | Hold |
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|
2014
Q1 | $209K | Sell |
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|
2013
Q4 | $202K | Buy |
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