Spirit of America Management Corp’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.44M | Buy |
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|
2025
Q2 | $2.01M | Buy |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $998K | Buy |
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|
2022
Q4 | $927K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.65M | Hold |
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|
2021
Q3 | $1.54M | Hold |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.43M | Hold |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $1.06M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $231K | Sell |
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|
2017
Q4 | $281K | Hold |
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|
2017
Q3 | $280K | Hold |
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|
2017
Q2 | $279K | Hold |
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|
2017
Q1 | $274K | Hold |
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|
2016
Q4 | $259K | Hold |
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|
2016
Q3 | $267K | Hold |
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|
2016
Q2 | $286K | Hold |
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|
2016
Q1 | $269K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $73K | Hold |
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|
2013
Q2 | $74K | Buy |
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