Orrstown Financial Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,881
| Closed | -$217K | – | 135 |
|
|
2024
Q3 | $217K | Buy |
+1,881
| New | +$217K | 0.06% | 131 |
|
|
2019
Q4 | – | Sell |
-1,133
| Closed | -$105K | – | 123 |
|
|
2019
Q3 | $105K | Hold |
1,133
| – | – | 0.14% | 103 |
|
|
2019
Q2 | $100K | Sell |
1,133
-317
| -22% | -$28K | 0.14% | 106 |
|
|
2019
Q1 | $131K | Buy |
1,450
+317
| +28% | +$28.6K | 0.18% | 94 |
|
|
2018
Q4 | $98K | Sell |
1,133
-309
| -21% | -$26.7K | 0.15% | 96 |
|
|
2018
Q3 | $115K | Sell |
1,442
-4,416
| -75% | -$352K | 0.15% | 94 |
|
|
2018
Q2 | $463K | Buy |
5,858
+4,816
| +462% | +$381K | 0.58% | 66 |
|
|
2018
Q1 | $81K | Hold |
1,042
| – | – | 0.1% | 122 |
|
|
2017
Q4 | $88K | Hold |
1,042
| – | – | 0.1% | 118 |
|
|
2017
Q3 | $87K | Hold |
1,042
| – | – | 0.1% | 119 |
|
|
2017
Q2 | $87K | Buy |
1,042
+309
| +42% | +$25.8K | 0.1% | 119 |
|
|
2017
Q1 | $60K | Hold |
733
| – | – | 0.06% | 142 |
|
|
2016
Q4 | $54K | Hold |
733
| – | – | 0.06% | 131 |
|
|
2016
Q3 | $59K | Hold |
733
| – | – | 0.06% | 125 |
|
|
2016
Q2 | $63K | Hold |
733
| – | – | 0.07% | 106 |
|
|
2016
Q1 | $59K | Sell |
733
-50
| -6% | -$4.03K | 0.06% | 103 |
|
|
2015
Q4 | $56K | Buy |
783
+50
| +7% | +$3.58K | 0.06% | 109 |
|
|
2015
Q3 | $53K | Sell |
733
-100
| -12% | -$7.23K | 0.06% | 111 |
|
|
2015
Q2 | $59K | Hold |
833
| – | – | 0.06% | 118 |
|
|
2015
Q1 | $64K | Hold |
833
| – | – | 0.07% | 113 |
|
|
2014
Q4 | $70K | Hold |
833
| – | – | 0.07% | 111 |
|
|
2014
Q3 | $62K | Hold |
833
| – | – | 0.07% | 117 |
|
|
2014
Q2 | $62K | Hold |
833
| – | – | 0.07% | 106 |
|
|
2014
Q1 | $59K | Buy |
+833
| New | +$59K | 0.06% | 107 |
|