SGK
Steigerwald Gordon & Koch’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
4,277
-11
| -0.3% | -$1.3K | 0.05% | 82 |
|
|
2025
Q1 | $523K | Buy |
4,288
+82
| +2% | +$10K | 0.06% | 81 |
|
|
2024
Q4 | $453K | Sell |
4,206
-106
| -2% | -$11.4K | 0.05% | 86 |
|
|
2024
Q3 | $497K | Hold |
4,312
| – | – | 0.05% | 83 |
|
|
2024
Q2 | $432K | Sell |
4,312
-168
| -4% | -$16.8K | 0.05% | 83 |
|
|
2024
Q1 | $433K | Sell |
4,480
-66
| -1% | -$6.38K | 0.05% | 85 |
|
|
2023
Q4 | $441K | Sell |
4,546
-281
| -6% | -$27.3K | 0.06% | 85 |
|
|
2023
Q3 | $426K | Sell |
4,827
-33
| -0.7% | -$2.91K | 0.07% | 81 |
|
|
2023
Q2 | $436K | Sell |
4,860
-30
| -0.6% | -$2.69K | 0.06% | 80 |
|
|
2023
Q1 | $472K | Sell |
4,890
-362
| -7% | -$34.9K | 0.07% | 80 |
|
|
2022
Q4 | $541K | Buy |
5,252
+153
| +3% | +$15.8K | 0.09% | 75 |
|
|
2022
Q3 | $474K | Hold |
5,099
| – | – | 0.09% | 73 |
|
|
2022
Q2 | $547K | Buy |
5,099
+304
| +6% | +$32.6K | 0.1% | 72 |
|
|
2022
Q1 | $535K | Sell |
4,795
-95
| -2% | -$10.6K | 0.08% | 76 |
|
|
2021
Q4 | $513K | Sell |
4,890
-20
| -0.4% | -$2.1K | 0.08% | 77 |
|
|
2021
Q3 | $479K | Buy |
4,910
+30
| +0.6% | +$2.93K | 0.08% | 78 |
|
|
2021
Q2 | $482K | Sell |
4,880
-75
| -2% | -$7.41K | 0.08% | 78 |
|
|
2021
Q1 | $478K | Sell |
4,955
-192
| -4% | -$18.5K | 0.09% | 78 |
|
|
2020
Q4 | $471K | Hold |
5,147
| – | – | 0.1% | 74 |
|
|
2020
Q3 | $456K | Hold |
5,147
| – | – | 0.11% | 69 |
|
|
2020
Q2 | $411K | Hold |
5,147
| – | – | 0.11% | 67 |
|
|
2020
Q1 | $416K | Sell |
5,147
-730
| -12% | -$59K | 0.14% | 62 |
|
|
2019
Q4 | $536K | Buy |
5,877
+1,479
| +34% | +$135K | 0.13% | 59 |
|
|
2019
Q3 | $422K | Hold |
4,398
| – | – | 0.11% | 59 |
|
|
2019
Q2 | $388K | Sell |
4,398
-350
| -7% | -$30.9K | 0.1% | 61 |
|
|
2019
Q1 | $427K | Sell |
4,748
-100
| -2% | -$8.99K | 0.11% | 59 |
|
|
2018
Q4 | $418K | Sell |
4,848
-190
| -4% | -$16.4K | 0.12% | 56 |
|
|
2018
Q3 | $403K | Buy |
5,038
+90
| +2% | +$7.2K | 0.1% | 61 |
|
|
2018
Q2 | $391K | Buy |
4,948
+169
| +4% | +$13.4K | 0.1% | 61 |
|
|
2018
Q1 | $370K | Sell |
4,779
-116
| -2% | -$8.98K | 0.1% | 57 |
|
|
2017
Q4 | $412K | Buy |
+4,895
| New | +$412K | 0.11% | 51 |
|