LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3K | Hold |
240
| – | – | ﹤0.01% | 431 |
|
|
2025
Q1 | $29.1K | Hold |
240
| – | – | ﹤0.01% | 417 |
|
|
2024
Q4 | $27K | Hold |
240
| – | – | ﹤0.01% | 440 |
|
|
2024
Q3 | $28.6K | Hold |
240
| – | – | ﹤0.01% | 430 |
|
|
2024
Q2 | $25.6K | Hold |
240
| – | – | ﹤0.01% | 437 |
|
|
2024
Q1 | $23.5K | Buy |
240
+72
| +43% | +$7.07K | ﹤0.01% | 445 |
|
|
2023
Q4 | $16.1K | Sell |
168
-115
| -41% | -$11K | ﹤0.01% | 473 |
|
|
2023
Q3 | $25.4K | Hold |
283
| – | – | ﹤0.01% | 462 |
|
|
2023
Q2 | $25.4K | Hold |
283
| – | – | ﹤0.01% | 482 |
|
|
2023
Q1 | $27.3K | Sell |
283
-194
| -41% | -$18.7K | ﹤0.01% | 452 |
|
|
2022
Q4 | $49.1K | Sell |
477
-7
| -1% | -$721 | ﹤0.01% | 405 |
|
|
2022
Q3 | $45K | Buy |
484
+170
| +54% | +$15.8K | ﹤0.01% | 420 |
|
|
2022
Q2 | $34K | Buy |
314
+7
| +2% | +$758 | ﹤0.01% | 468 |
|
|
2022
Q1 | $34K | Buy |
307
+6
| +2% | +$664 | ﹤0.01% | 474 |
|
|
2021
Q4 | $32K | Sell |
301
-120
| -29% | -$12.8K | ﹤0.01% | 495 |
|
|
2021
Q3 | $41K | Buy |
421
+166
| +65% | +$16.2K | ﹤0.01% | 477 |
|
|
2021
Q2 | $25K | Buy |
+255
| New | +$25K | ﹤0.01% | 524 |
|
|
2021
Q1 | – | Sell |
-255
| Closed | -$23K | – | 415 |
|
|
2020
Q4 | $23K | Buy |
255
+87
| +52% | +$7.85K | ﹤0.01% | 492 |
|
|
2020
Q3 | $15K | Hold |
168
| – | – | ﹤0.01% | 488 |
|
|
2020
Q2 | $13K | Sell |
168
-158
| -48% | -$12.2K | ﹤0.01% | 485 |
|
|
2020
Q1 | $26K | Sell |
326
-110
| -25% | -$8.77K | ﹤0.01% | 439 |
|
|
2019
Q4 | $40K | Hold |
436
| – | – | ﹤0.01% | 441 |
|
|
2019
Q3 | $42K | Hold |
436
| – | – | ﹤0.01% | 422 |
|
|
2019
Q2 | $38K | Sell |
436
-230
| -35% | -$20K | ﹤0.01% | 428 |
|
|
2019
Q1 | $60K | Hold |
666
| – | – | ﹤0.01% | 384 |
|
|
2018
Q4 | $57K | Hold |
666
| – | – | ﹤0.01% | 391 |
|
|
2018
Q3 | $53K | Sell |
666
-310
| -32% | -$24.7K | ﹤0.01% | 422 |
|
|
2018
Q2 | $77K | Sell |
976
-65
| -6% | -$5.13K | ﹤0.01% | 382 |
|
|
2018
Q1 | $81K | Sell |
1,041
-1,902
| -65% | -$148K | ﹤0.01% | 392 |
|
|
2017
Q4 | $248K | Buy |
2,943
+102
| +4% | +$8.6K | ﹤0.01% | 255 |
|
|
2017
Q3 | $238K | Buy |
2,841
+65
| +2% | +$5.45K | ﹤0.01% | 261 |
|
|
2017
Q2 | $236K | Sell |
2,776
-580
| -17% | -$49.3K | ﹤0.01% | 260 |
|
|
2017
Q1 | $275K | Sell |
3,356
-285
| -8% | -$23.4K | 0.01% | 240 |
|
|
2016
Q4 | $283K | Buy |
3,641
+150
| +4% | +$11.7K | 0.01% | 238 |
|
|
2016
Q3 | $279K | Sell |
3,491
-710
| -17% | -$56.7K | 0.01% | 234 |
|
|
2016
Q2 | $360K | Buy |
4,201
+2,266
| +117% | +$194K | 0.01% | 207 |
|
|
2016
Q1 | $156K | Hold |
1,935
| – | – | ﹤0.01% | 266 |
|
|
2015
Q4 | $138K | Sell |
1,935
-910
| -32% | -$64.9K | ﹤0.01% | 306 |
|
|
2015
Q3 | $201K | Hold |
2,845
| – | – | 0.01% | 272 |
|
|
2015
Q2 | $201K | Sell |
2,845
-1,405
| -33% | -$99.3K | 0.01% | 272 |
|
|
2015
Q1 | $326K | Sell |
4,250
-3,315
| -44% | -$254K | 0.01% | 243 |
|
|
2014
Q4 | $632K | Hold |
7,565
| – | – | 0.02% | 178 |
|
|
2014
Q3 | $566K | Sell |
7,565
-1,700
| -18% | -$127K | 0.02% | 181 |
|
|
2014
Q2 | $687K | Buy |
9,265
+9,095
| +5,350% | +$674K | 0.02% | 166 |
|
|
2014
Q1 | $12K | Hold |
170
| – | – | ﹤0.01% | 529 |
|
|
2013
Q4 | $12K | Hold |
170
| – | – | ﹤0.01% | 513 |
|
|
2013
Q3 | $11K | Hold |
170
| – | – | ﹤0.01% | 485 |
|
|
2013
Q2 | $11K | Buy |
+170
| New | +$11K | ﹤0.01% | 525 |
|