Sargent Bickham Lagudis’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
Q4 | $200K | Sell |
1,942
-54
| -3% | -$5.18K | 0.02% | 271 |
|
|
2022
Q3 | $186K | Hold |
1,996
| – | – | 0.02% | 244 |
|
|
2022
Q2 | $214K | Buy |
1,996
+192
| +11% | +$21.1K | 0.02% | 243 |
|
|
2022
Q1 | $201K | Hold |
1,804
| – | – | 0.02% | 247 |
|
|
2021
Q4 | $189K | Hold |
1,804
| – | – | 0.01% | 255 |
|
|
2021
Q3 | $176K | Buy |
1,804
+133
| +8% | +$13.8K | 0.01% | 265 |
|
|
2021
Q2 | $165K | Buy |
1,671
+1,006
| +151% | +$101K | 0.01% | 280 |
|
|
2021
Q1 | $64K | Sell |
665
-307
| -32% | -$28K | 0.01% | 396 |
|
|
2020
Q4 | $89K | Hold |
972
| – | – | 0.01% | 347 |
|
|
2020
Q3 | $86K | Hold |
972
| – | – | 0.01% | 314 |
|
|
2020
Q2 | $78K | Hold |
972
| – | – | 0.01% | 302 |
|
|
2020
Q1 | $79K | Sell |
972
-320
| -25% | -$29.4K | 0.01% | 281 |
|
|
2019
Q4 | $118K | Buy |
1,292
+211
| +20% | +$19.3K | 0.01% | 261 |
|
|
2019
Q3 | $104K | Buy |
1,081
+3
| +0.3% | +$273 | 0.01% | 256 |
|
|
2019
Q2 | $95K | Buy |
1,078
+503
| +87% | +$44.5K | 0.01% | 287 |
|
|
2019
Q1 | $52K | Sell |
575
-114
| -17% | -$10.1K | 0.01% | 383 |
|
|
2018
Q4 | $59K | Buy |
689
+4
| +0.6% | +$340 | 0.01% | 339 |
|
|
2018
Q3 | $55K | Buy |
685
+4
| +0.6% | +$323 | 0.01% | 347 |
|
|
2018
Q2 | $54K | Sell |
681
-186
| -21% | -$14.3K | 0.01% | 344 |
|
|
2018
Q1 | $67K | Sell |
867
-70
| -7% | -$5.41K | 0.01% | 314 |
|
|
2017
Q4 | $79K | Sell |
937
-244
| -21% | -$21.3K | 0.01% | 304 |
|
|
2017
Q3 | $99K | Buy |
1,181
+837
| +243% | +$71.7K | 0.01% | 287 |
|
|
2017
Q2 | $29K | Hold |
344
| – | – | ﹤0.01% | 434 |
|
|
2017
Q1 | $28K | Hold |
344
| – | – | ﹤0.01% | 438 |
|
|
2016
Q4 | $27K | Sell |
344
-64
| -16% | -$4.9K | ﹤0.01% | 426 |
|
|
2016
Q3 | $33 | Sell |
408
-284
| -41% | -$23.5K | 0.01% | 413 |
|
|
2016
Q2 | $59K | Hold |
692
| – | – | 0.01% | 321 |
|
|
2016
Q1 | $56K | Buy |
+692
| New | +$52.4K | 0.01% | 347 |
|
Other funds holding DUK
AWA
