Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $876K | Sell |
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|
2023
Q4 | $881K | Buy |
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|
2023
Q3 | $591K | Sell |
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|
2023
Q2 | $610K | Hold |
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|
2023
Q1 | $655K | Hold |
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|
2022
Q4 | $700K | Sell |
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|
2022
Q3 | $638K | Buy |
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|
2022
Q2 | $710K | Buy |
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|
2022
Q1 | $662K | Sell |
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|
2021
Q4 | $886K | Buy |
|
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|
2021
Q3 | $629K | Hold |
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|
2021
Q2 | $637K | Hold |
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|
2021
Q1 | $623K | Sell |
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|
2020
Q4 | $656K | Sell |
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|
2020
Q3 | $638K | Sell |
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|
2020
Q2 | $580K | Sell |
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|
2020
Q1 | $620K | Sell |
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|
2019
Q4 | $708K | Buy |
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|
2019
Q3 | $663K | Sell |
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|
2019
Q2 | $875K | Sell |
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|
2019
Q1 | $902K | Hold |
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|
2018
Q4 | $865K | Sell |
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|
2018
Q3 | $804K | Sell |
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|
2018
Q2 | $823K | Sell |
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|
2018
Q1 | $1.09M | Sell |
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|
2017
Q4 | $1.24M | Sell |
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|
2017
Q3 | $1.27M | Buy |
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|
2017
Q2 | $1.23M | Buy |
|