Riverview Trust Company’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-175
| Closed | -$18.9K | – | 667 |
|
|
2024
Q4 | $18.9K | Hold |
175
| – | – | 0.02% | 495 |
|
|
2024
Q3 | $20.2K | Buy |
175
+11
| +7% | +$1.27K | 0.02% | 475 |
|
|
2024
Q2 | $16.4K | Sell |
164
-150
| -48% | -$15K | 0.02% | 518 |
|
|
2024
Q1 | $30.4K | Buy |
+314
| New | +$30.4K | 0.02% | 337 |
|
|
2023
Q4 | – | Sell |
-164
| Closed | -$14.5K | – | 242 |
|
|
2023
Q3 | $14.5K | Hold |
164
| – | – | 0.01% | 562 |
|
|
2023
Q2 | $14.7K | Hold |
164
| – | – | 0.01% | 532 |
|
|
2023
Q1 | $15.8K | Sell |
164
-130
| -44% | -$12.5K | 0.01% | 442 |
|
|
2022
Q4 | $30K | Sell |
294
-849
| -74% | -$86.6K | 0.03% | 279 |
|
|
2022
Q3 | $106K | Buy |
1,143
+542
| +90% | +$50.3K | 0.1% | 130 |
|
|
2022
Q2 | $64K | Hold |
601
| – | – | 0.06% | 179 |
|
|
2022
Q1 | $67K | Buy |
601
+437
| +266% | +$48.7K | 0.05% | 179 |
|
|
2021
Q4 | $17 | Hold |
164
| – | – | 0.01% | 212 |
|
|
2021
Q3 | $16K | Hold |
164
| – | – | 0.02% | 213 |
|
|
2021
Q2 | $16K | Hold |
164
| – | – | 0.02% | 208 |
|
|
2021
Q1 | $16K | Hold |
164
| – | – | 0.02% | 203 |
|
|
2020
Q4 | $15K | Hold |
164
| – | – | 0.02% | 203 |
|
|
2020
Q3 | $15K | Hold |
164
| – | – | 0.02% | 210 |
|
|
2020
Q2 | $13K | Hold |
164
| – | – | 0.01% | 224 |
|
|
2020
Q1 | $13K | Hold |
164
| – | – | 0.01% | 226 |
|
|
2019
Q4 | $15K | Hold |
164
| – | – | 0.01% | 245 |
|
|
2019
Q3 | $16K | Hold |
164
| – | – | 0.01% | 242 |
|
|
2019
Q2 | $14K | Sell |
164
-270
| -62% | -$23K | 0.01% | 241 |
|
|
2019
Q1 | $39K | Buy |
+434
| New | +$39K | 0.03% | 171 |
|