Rockefeller Financial Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $782K | Hold |
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|
2017
Q3 | $781K | Hold |
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|
2017
Q2 | $778K | Hold |
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|
2017
Q1 | $763K | Hold |
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|
2016
Q4 | $722K | Sell |
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|
2016
Q3 | $1.36M | Hold |
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|
2016
Q2 | $1.46M | Hold |
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|
2016
Q1 | $1.37M | Hold |
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|
2015
Q4 | $1.22M | Buy |
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|
2015
Q3 | $745K | Buy |
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|
2015
Q2 | $566K | Sell |
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|
2015
Q1 | $1.06M | Buy |
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|
2014
Q4 | $1.13M | Sell |
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|
2014
Q3 | $1.01M | Sell |
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|
2014
Q2 | $1.63M | Sell |
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|
2014
Q1 | $2.07M | Buy |
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|
2013
Q4 | $1.99M | Sell |
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|
2013
Q3 | $2.42M | Sell |
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|
2013
Q2 | $5.77M | Buy |
|