Stearns Financial Services 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
2020 Q3	$715K	Buy	8,071 +201	+3%	+$16.6K	0.11%	81
2020 Q2	$629K	Sell	7,870 -1,984	-20%	-$168K	0.1%	77
2020 Q1	$797K	Buy	9,854 +2,513	+34%	+$231K	0.14%	60
2019 Q4	$670K	Buy	7,341 +1,668	+29%	+$153K	0.11%	77
2019 Q3	$544K	Buy	5,673 +86	+2%	+$7.83K	0.1%	80
2019 Q2	$493K	Buy	5,587 +184	+3%	+$16.3K	0.09%	83
2019 Q1	$486K	Buy	5,403 +2	+0%	+$176	0.09%	84
2018 Q4	$466K	Sell	5,401 -355	-6%	-$30.2K	0.1%	86
2018 Q3	$461K	Buy	5,756 +422	+8%	+$34.1K	0.1%	88
2018 Q2	$422K	Sell	5,334 -477	-8%	-$36.7K	0.11%	85
2018 Q1	$450K	Sell	5,811 -350	-6%	-$27.1K	0.11%	81
2017 Q4	$518K	Sell	6,161 -316	-5%	-$27.6K	0.12%	82
2017 Q3	$544K	Sell	6,477 -580	-8%	-$49.7K	0.14%	80
2017 Q2	$590K	Sell	7,057 -893	-11%	-$75.1K	0.14%	79
2017 Q1	$652K	Sell	7,950 -456	-5%	-$36.2K	0.16%	78
2016 Q4	$652K	Sell	8,406 -1,378	-14%	-$106K	0.17%	76
2016 Q3	$783K	Buy	9,784 +1,115	+13%	+$92.3K	0.21%	68
2016 Q2	$744K	Buy	8,669 +576	+7%	+$46K	0.21%	65
2016 Q1	$653K	Buy	8,093 +103	+1%	+$7.79K	0.19%	71
2015 Q4	$570K	Sell	7,990 -67	-0.8%	-$4.71K	0.17%	77
2015 Q3	$580K	Buy	8,057 +6	+0.1%	+$434	0.19%	70
2015 Q2	$569K	Sell	8,051 -329	-4%	-$24.9K	0.17%	74
2015 Q1	$643K	Sell	8,380 -200	-2%	-$16.2K	0.2%	72
2014 Q4	$717K	Buy	8,580 +223	+3%	+$18K	0.23%	67
2014 Q3	$625K	Sell	8,357 -405	-5%	-$29.6K	0.22%	71
2014 Q2	$650K	Buy	8,762 +830	+10%	+$59.7K	0.24%	65
2014 Q1	$565K	Buy	7,932 +353	+5%	+$24.6K	0.22%	70
2013 Q4	$523K	Sell	7,579 -837	-10%	-$58.6K	0.2%	71
2013 Q3	$562K	Sell	8,416 -445	-5%	-$30.4K	0.25%	65
2013 Q2	$598K	Buy	+8,861	New	+$626K	0.27%	61