Roosevelt Investment Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $2.54M | Hold |
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|
2022
Q1 | $2.64M | Hold |
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|
2021
Q4 | $2.48M | Sell |
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|
2021
Q3 | $2.4M | Hold |
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|
2021
Q2 | $2.43M | Buy |
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|
2021
Q1 | $2.24M | Hold |
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|
2020
Q4 | $2.13M | Hold |
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|
2020
Q3 | $2.06M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.21M | Sell |
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|
2017
Q4 | $2.43M | Buy |
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|
2017
Q3 | $2.41M | Sell |
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|
2017
Q2 | $2.41M | Sell |
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|
2017
Q1 | $2.52M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.7M | Sell |
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|
2015
Q3 | $1.73M | Buy |
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|
2015
Q2 | $1.68M | Hold |
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|
2015
Q1 | $1.83M | Hold |
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|
2014
Q4 | $1.99M | Sell |
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|
2014
Q3 | $1.84M | Hold |
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|
2014
Q2 | $1.83M | Buy |
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|
2014
Q1 | $1.71M | Sell |
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|
2013
Q4 | $1.66M | Sell |
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|
2013
Q3 | $1.62M | Buy |
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|
2013
Q2 | $1.61M | Buy |
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