Ronald Blue & Co’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
Q2
$608K Sell
2017
Q1
$663K Buy
2016
Q4
$504K Buy
2016
Q3
$385K Sell
2016
Q2
$420K Sell
2016
Q1
$594K Buy
2015
Q4
$275K Sell
2015
Q3
$558K Sell
2015
Q2
$881K Sell
2015
Q1
$1.06M Sell
2014
Q4
$1.2M Sell
2014
Q3
$1.27M Buy
2014
Q2
$1.24M Buy
2014
Q1
$1.14M Buy
2013
Q4
$1.1M Sell
2013
Q3
$1.1M Buy
2013
Q2
$725K Buy