Summit Financial Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $876K | Sell |
9,057
-25
| -0.3% | -$2.42K | 0.31% | 90 |
|
|
2023
Q4 | $881K | Buy |
9,082
+2,390
| +36% | +$232K | 0.34% | 86 |
|
|
2023
Q3 | $591K | Sell |
6,692
-100
| -1% | -$8.83K | 0.25% | 107 |
|
|
2023
Q2 | $610K | Hold |
6,792
| – | – | 0.24% | 110 |
|
|
2023
Q1 | $655K | Hold |
6,792
| – | – | 0.25% | 105 |
|
|
2022
Q4 | $700K | Sell |
6,792
-66
| -1% | -$6.8K | 0.28% | 102 |
|
|
2022
Q3 | $638K | Buy |
6,858
+234
| +4% | +$21.8K | 0.27% | 101 |
|
|
2022
Q2 | $710K | Buy |
6,624
+693
| +12% | +$74.3K | 0.27% | 98 |
|
|
2022
Q1 | $662K | Sell |
5,931
-2,513
| -30% | -$280K | 0.22% | 109 |
|
|
2021
Q4 | $886K | Buy |
8,444
+2,000
| +31% | +$210K | 0.29% | 90 |
|
|
2021
Q3 | $629K | Hold |
6,444
| – | – | 0.23% | 111 |
|
|
2021
Q2 | $637K | Hold |
6,444
| – | – | 0.24% | 106 |
|
|
2021
Q1 | $623K | Sell |
6,444
-718
| -10% | -$69.4K | 0.26% | 92 |
|
|
2020
Q4 | $656K | Sell |
7,162
-34
| -0.5% | -$3.11K | 0.29% | 83 |
|
|
2020
Q3 | $638K | Sell |
7,196
-66
| -0.9% | -$5.85K | 0.32% | 77 |
|
|
2020
Q2 | $580K | Sell |
7,262
-396
| -5% | -$31.6K | 0.3% | 77 |
|
|
2020
Q1 | $620K | Sell |
7,658
-109
| -1% | -$8.83K | 0.37% | 67 |
|
|
2019
Q4 | $708K | Buy |
7,767
+853
| +12% | +$77.8K | 0.34% | 70 |
|
|
2019
Q3 | $663K | Sell |
6,914
-3,012
| -30% | -$289K | 0.34% | 76 |
|
|
2019
Q2 | $875K | Sell |
9,926
-93
| -0.9% | -$8.2K | 0.4% | 68 |
|
|
2019
Q1 | $902K | Hold |
10,019
| – | – | 0.7% | 47 |
|
|
2018
Q4 | $865K | Sell |
10,019
-25
| -0.2% | -$2.16K | 0.73% | 46 |
|
|
2018
Q3 | $804K | Sell |
10,044
-364
| -3% | -$29.1K | 0.6% | 55 |
|
|
2018
Q2 | $823K | Sell |
10,408
-3,712
| -26% | -$294K | 0.64% | 53 |
|
|
2018
Q1 | $1.09M | Sell |
14,120
-639
| -4% | -$49.5K | 0.86% | 43 |
|
|
2017
Q4 | $1.24M | Sell |
14,759
-337
| -2% | -$28.4K | 1.02% | 32 |
|
|
2017
Q3 | $1.27M | Buy |
15,096
+412
| +3% | +$34.6K | 1.05% | 32 |
|
|
2017
Q2 | $1.23M | Buy |
+14,684
| New | +$1.23M | 1.06% | 30 |
|