Sterling Manor Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,728
| Closed | -$263K | – | 35 |
|
|
2023
Q1 | $263K | Hold |
2,728
| – | – | 0.26% | 39 |
|
|
2022
Q4 | $281K | Hold |
2,728
| – | – | 0.31% | 34 |
|
|
2022
Q3 | $254K | Hold |
2,728
| – | – | 0.31% | 38 |
|
|
2022
Q2 | $292K | Hold |
2,728
| – | – | 0.36% | 42 |
|
|
2022
Q1 | $305K | Hold |
2,728
| – | – | 0.24% | 53 |
|
|
2021
Q4 | $286K | Sell |
2,728
-1,635
| -37% | -$171K | 0.22% | 59 |
|
|
2021
Q3 | $426K | Buy |
4,363
+1
| +0% | +$98 | 0.36% | 41 |
|
|
2021
Q2 | $431K | Buy |
4,362
+2
| +0% | +$198 | 0.34% | 47 |
|
|
2021
Q1 | $421K | Sell |
4,360
-99
| -2% | -$9.56K | 0.37% | 44 |
|
|
2020
Q4 | $408K | Buy |
+4,459
| New | +$408K | 0.38% | 43 |
|