Stokes & Hubbell Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $236K | Buy |
2,626
+22
| +0.8% | +$1.98K | 0.05% | 122 |
|
|
2018
Q4 | $225K | Sell |
2,604
-482
| -16% | -$41.6K | 0.05% | 117 |
|
|
2018
Q3 | $247K | Sell |
3,086
-72
| -2% | -$5.76K | 0.05% | 116 |
|
|
2018
Q2 | $250K | Buy |
3,158
+31
| +1% | +$2.45K | 0.06% | 117 |
|
|
2018
Q1 | $242K | Buy |
3,127
+28
| +0.9% | +$2.17K | 0.06% | 115 |
|
|
2017
Q4 | $261K | Sell |
3,099
-225
| -7% | -$19K | 0.06% | 105 |
|
|
2017
Q3 | $279K | Buy |
3,324
+25
| +0.8% | +$2.1K | 0.07% | 100 |
|
|
2017
Q2 | $276K | Buy |
3,299
+758
| +30% | +$63.4K | 0.08% | 92 |
|
|
2017
Q1 | $208K | Buy |
+2,541
| New | +$208K | 0.07% | 92 |
|