RBO & Co’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
Q1
Sell
2018
Q4
$310K Hold
2018
Q3
$288K Hold
2018
Q2
$284K Sell
2018
Q1
$831K Hold
2017
Q4
$903K Sell
2017
Q3
$913K Sell
2017
Q2
$1.01M Sell
2017
Q1
$1.47M Hold
2016
Q4
$1.39M Hold
2016
Q3
$1.43M Sell
2016
Q2
$2.48M Sell
2016
Q1
$2.76M Hold
2015
Q4
$2.44M Buy
2015
Q3
$2.35M Sell
2015
Q2
$2.34M Sell
2015
Q1
$2.88M Sell
2014
Q4
$3.44M Sell
2014
Q3
$3.12M Sell
2014
Q2
$3.15M Sell
2014
Q1
$3.04M Sell
2013
Q4
$3M Hold
2013
Q3
$2.9M Hold
2013
Q2
$2.94M Buy