Regent Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $230K | Buy |
2,229
+39
| +2% | +$4.02K | 0.06% | 192 |
|
|
2022
Q3 | $204K | Sell |
2,190
-39
| -2% | -$3.63K | 0.06% | 190 |
|
|
2022
Q2 | $239K | Hold |
2,229
| – | – | 0.07% | 181 |
|
|
2022
Q1 | $249K | Buy |
+2,229
| New | +$249K | 0.06% | 188 |
|
|
2014
Q3 | – | Sell |
-2,740
| Closed | -$203K | – | 186 |
|
|
2014
Q2 | $203K | Buy |
+2,740
| New | +$203K | 0.1% | 180 |
|
|
2014
Q1 | – | Sell |
-3,519
| Closed | -$243K | – | 187 |
|
|
2013
Q4 | $243K | Hold |
3,519
| – | – | 0.14% | 153 |
|
|
2013
Q3 | $235K | Buy |
+3,519
| New | +$235K | 0.16% | 143 |
|