Prio Wealth Limited Partnership’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $357K | Sell |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $354K | Sell |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $432K | Buy |
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|
2021
Q3 | $385K | Hold |
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|
2021
Q2 | $389K | Sell |
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|
2021
Q1 | $381K | Hold |
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|
2020
Q4 | $362K | Buy |
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|
2020
Q3 | $288K | Sell |
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|
2020
Q2 | $263K | Hold |
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|
2020
Q1 | $266K | Hold |
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|
2019
Q4 | $300K | Hold |
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|
2019
Q3 | $315K | Buy |
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|
2019
Q2 | $231K | Hold |
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|
2019
Q1 | $236K | Hold |
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|
2018
Q4 | $226K | Sell |
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|
2018
Q3 | $210K | Sell |
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|
2018
Q2 | $215K | Buy |
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|
2018
Q1 | $202K | Sell |
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|
2017
Q4 | $222K | Hold |
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|
2017
Q3 | $222K | Sell |
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|
2017
Q2 | $305K | Hold |
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|
2017
Q1 | $299K | Sell |
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|
2016
Q4 | $340K | Buy |
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|
2016
Q3 | $343K | Sell |
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|
2016
Q2 | $370K | Hold |
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|
2016
Q1 | $348K | Hold |
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|
2015
Q4 | $308K | Buy |
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|
2015
Q3 | $303K | Hold |
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|
2015
Q2 | $297K | Sell |
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|
2015
Q1 | $328K | Buy |
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|
2014
Q4 | $324K | Hold |
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|
2014
Q3 | $290K | Buy |
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|
2014
Q2 | $232K | Sell |
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|
2014
Q1 | $276K | Hold |
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|
2013
Q4 | $267K | Hold |
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|
2013
Q3 | $259K | Hold |
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|
2013
Q2 | $262K | Buy |
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