Sonora Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $159K | Buy |
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|
2021
Q2 | $146K | Buy |
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|
2021
Q1 | $80K | Sell |
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|
2020
Q4 | $122K | Sell |
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|
2020
Q3 | $153K | Hold |
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|
2020
Q2 | $138K | Hold |
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|
2020
Q1 | $140K | Sell |
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|
2019
Q4 | $184K | Sell |
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|
2019
Q3 | $203K | Buy |
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|
2019
Q2 | $134K | Buy |
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|
2019
Q1 | $86K | Sell |
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|
2018
Q4 | $85K | Sell |
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|
2018
Q3 | $120K | Buy |
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|
2018
Q2 | $77K | Hold |
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|
2018
Q1 | $75.6K | Buy |
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|
2017
Q4 | $80K | Buy |
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|
2017
Q3 | $49.1K | Hold |
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|
2017
Q2 | $48.9K | Hold |
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|
2017
Q1 | $48K | Hold |
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|
2016
Q4 | $45.4K | Hold |
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|
2016
Q3 | $46.8K | Buy |
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|
2016
Q2 | $15.1K | Buy |
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|
2016
Q1 | $11.5K | Sell |
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|
2015
Q4 | $25K | Sell |
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|
2015
Q3 | $44K | Buy |
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