Reilly Financial Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | $126K | Buy |
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|
2021
Q2 | $125K | Sell |
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|
2021
Q1 | $126K | Buy |
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|
2020
Q4 | $116K | Buy |
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|
2020
Q3 | $103K | Sell |
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|
2020
Q2 | $98K | Sell |
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|
2020
Q1 | $128K | Buy |
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|
2019
Q4 | $141K | Buy |
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|
2019
Q3 | $101K | Hold |
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|
2019
Q2 | $93K | Hold |
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|
2019
Q1 | $95K | Sell |
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|
2018
Q4 | $155K | Buy |
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|
2018
Q3 | $131K | Buy |
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|
2018
Q2 | $84K | Sell |
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|
2018
Q1 | $106K | Sell |
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|
2017
Q4 | $193K | Sell |
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|
2017
Q3 | $196K | Sell |
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|
2017
Q2 | $220K | Sell |
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|
2017
Q1 | $218K | Sell |
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|
2016
Q4 | $253K | Buy |
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|
2016
Q3 | $249K | Hold |
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|
2016
Q2 | $267K | Buy |
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|
2016
Q1 | $246K | Sell |
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|
2015
Q4 | $288K | Buy |
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|
2015
Q3 | $220K | Hold |
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|
2015
Q2 | $216K | Sell |
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|
2015
Q1 | $325K | Buy |
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|
2014
Q4 | $207K | Buy |
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|
2014
Q3 | $173K | Buy |
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|
2014
Q2 | $155K | Buy |
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|
2014
Q1 | $143K | Sell |
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|
2013
Q4 | $142K | Sell |
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|
2013
Q3 | $154K | Buy |
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|
2013
Q2 | $108K | Buy |
|