Sunflower Bank Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $751K | Sell |
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|
2020
Q2 | $907K | Buy |
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|
2020
Q1 | $903K | Sell |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $1.14M | Buy |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $1.07M | Buy |
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|
2018
Q3 | $428K | Hold |
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|
2018
Q2 | $423K | Sell |
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|
2018
Q1 | $950K | Buy |
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|
2017
Q4 | $614K | Buy |
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