Sunflower Bank Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $751K | Sell |
8,475
-2,880
| -25% | -$255K | 0.25% | 52 |
|
|
2020
Q2 | $907K | Buy |
11,355
+185
| +2% | +$14.8K | 0.3% | 49 |
|
|
2020
Q1 | $903K | Sell |
11,170
-355
| -3% | -$28.7K | 0.34% | 46 |
|
|
2019
Q4 | $1.05M | Sell |
11,525
-325
| -3% | -$29.6K | 0.32% | 48 |
|
|
2019
Q3 | $1.14M | Buy |
11,850
+190
| +2% | +$18.2K | 0.36% | 43 |
|
|
2019
Q2 | $1.03M | Sell |
11,660
-585
| -5% | -$51.6K | 0.33% | 45 |
|
|
2019
Q1 | $1.1M | Sell |
12,245
-135
| -1% | -$12.1K | 0.33% | 46 |
|
|
2018
Q4 | $1.07M | Buy |
12,380
+7,025
| +131% | +$607K | 0.34% | 43 |
|
|
2018
Q3 | $428K | Hold |
5,355
| – | – | 0.12% | 104 |
|
|
2018
Q2 | $423K | Sell |
5,355
-6,906
| -56% | -$546K | 0.12% | 103 |
|
|
2018
Q1 | $950K | Buy |
12,261
+4,970
| +68% | +$385K | 0.26% | 57 |
|
|
2017
Q4 | $614K | Buy |
+7,291
| New | +$614K | 0.17% | 81 |
|