Riggs Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30
| Closed | -$2.9K | – | 391 |
|
|
2023
Q1 | $2.9K | Hold |
30
| – | – | ﹤0.01% | 284 |
|
|
2022
Q4 | $3.09K | Hold |
30
| – | – | ﹤0.01% | 252 |
|
|
2022
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 268 |
|
|
2022
Q2 | $3K | Sell |
30
-75
| -71% | -$7.5K | ﹤0.01% | 255 |
|
|
2022
Q1 | $12K | Buy |
105
+30
| +40% | +$3.43K | ﹤0.01% | 222 |
|
|
2021
Q4 | $8K | Hold |
75
| – | – | ﹤0.01% | 253 |
|
|
2021
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 245 |
|
|
2021
Q2 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 245 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$1K | – | 286 |
|
|
2020
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 262 |
|
|
2020
Q3 | – | Sell |
-110
| Closed | -$8K | – | 176 |
|
|
2020
Q2 | $8K | Hold |
110
| – | – | ﹤0.01% | 181 |
|
|
2020
Q1 | $8K | Buy |
+110
| New | +$8K | 0.01% | 179 |
|