SignalPoint Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $478K | Sell |
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|
2024
Q3 | $515K | Buy |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $430K | Buy |
|
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|
2023
Q4 | $431K | Buy |
|
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|
2023
Q3 | $392K | Buy |
|
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $414K | Sell |
|
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|
2022
Q2 | $479K | Sell |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $463K | Sell |
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|
2021
Q3 | $459K | Buy |
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|
2021
Q2 | $465K | Sell |
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|
2021
Q1 | $456K | Buy |
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|
2020
Q4 | $431K | Buy |
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|
2020
Q3 | $417K | Buy |
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|
2020
Q2 | $376K | Buy |
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|
2020
Q1 | $299K | Buy |
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|
2019
Q4 | $337K | Sell |
|
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|
2019
Q3 | $370K | Sell |
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|
2019
Q2 | $382K | Buy |
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|
2019
Q1 | $357K | Buy |
|
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|
2018
Q4 | $342K | Sell |
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|
2018
Q3 | $328K | Sell |
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|
2018
Q2 | $337K | Sell |
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|
2018
Q1 | $377K | Buy |
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|
2017
Q4 | $261K | Buy |
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|
2017
Q3 | $238K | Buy |
|
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|
2017
Q1 | – | Sell |
|
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|
2016
Q4 | $327K | Sell |
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|
2016
Q3 | $338K | Buy |
|
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|
2016
Q2 | $315K | Buy |
|
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|
2016
Q1 | $296K | Hold |
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|
2015
Q4 | $262K | Buy |
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|
2015
Q3 | $247K | Buy |
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|
2015
Q2 | $234K | Hold |
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|
2015
Q1 | $234K | Buy |
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|
2014
Q4 | $232K | Buy |
|
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|
2014
Q3 | $207K | Sell |
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|
2014
Q2 | $263K | Buy |
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|
2014
Q1 | $248K | Sell |
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|
2013
Q4 | $250K | Buy |
|