Sutton Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $323K | Sell |
3,654
-1,664
| -31% | -$147K | 0.16% | 83 |
|
|
2023
Q2 | $477K | Buy |
5,318
+132
| +3% | +$11.8K | 0.23% | 69 |
|
|
2023
Q1 | $500K | Buy |
5,186
+100
| +2% | +$9.65K | 0.27% | 62 |
|
|
2022
Q4 | $524K | Sell |
5,086
-679
| -12% | -$69.9K | 0.2% | 80 |
|
|
2022
Q3 | $536K | Buy |
5,765
+1,527
| +36% | +$142K | 0.22% | 72 |
|
|
2022
Q2 | $454K | Buy |
4,238
+400
| +10% | +$42.9K | 0.18% | 87 |
|
|
2022
Q1 | $429K | Buy |
3,838
+577
| +18% | +$64.4K | 0.15% | 100 |
|
|
2021
Q4 | $342K | Buy |
3,261
+474
| +17% | +$49.7K | 0.11% | 120 |
|
|
2021
Q3 | $272K | Buy |
2,787
+194
| +7% | +$18.9K | 0.1% | 140 |
|
|
2021
Q2 | $256K | Hold |
2,593
| – | – | 0.09% | 152 |
|
|
2021
Q1 | $250K | Buy |
2,593
+27
| +1% | +$2.61K | 0.1% | 143 |
|
|
2020
Q4 | $235K | Buy |
2,566
+32
| +1% | +$2.93K | 0.1% | 141 |
|
|
2020
Q3 | $224K | Buy |
2,534
+3
| +0.1% | +$266 | 0.11% | 134 |
|
|
2020
Q2 | $202K | Sell |
2,531
-7
| -0.3% | -$559 | 0.11% | 137 |
|
|
2020
Q1 | $205K | Buy |
2,538
+8
| +0.3% | +$647 | 0.13% | 126 |
|
|
2019
Q4 | $231K | Buy |
2,530
+3
| +0.1% | +$274 | 0.12% | 137 |
|
|
2019
Q3 | $242K | Buy |
2,527
+216
| +9% | +$20.7K | 0.14% | 121 |
|
|
2019
Q2 | $204K | Buy |
2,311
+10
| +0.4% | +$882 | 0.12% | 141 |
|
|
2019
Q1 | $207K | Buy |
2,301
+11
| +0.5% | +$990 | 0.12% | 136 |
|
|
2018
Q4 | $198K | Hold |
2,290
| – | – | 0.13% | 128 |
|
|
2018
Q3 | $183K | Sell |
2,290
-386
| -14% | -$30.9K | 0.12% | 134 |
|
|
2018
Q2 | $212K | Sell |
2,676
-256
| -9% | -$20.2K | 0.15% | 118 |
|
|
2018
Q1 | $227K | Sell |
2,932
-232
| -7% | -$18K | 0.16% | 111 |
|
|
2017
Q4 | $266K | Hold |
3,164
| – | – | 0.19% | 92 |
|
|
2017
Q3 | $266K | Hold |
3,164
| – | – | 0.2% | 87 |
|
|
2017
Q2 | $264K | Buy |
3,164
+2,000
| +172% | +$167K | 0.21% | 79 |
|
|
2017
Q1 | $95.5K | Sell |
1,164
-16
| -1% | -$1.31K | 0.08% | 190 |
|
|
2016
Q4 | $91.6K | Sell |
1,180
-533
| -31% | -$41.4K | 0.08% | 190 |
|
|
2016
Q3 | $137K | Buy |
1,713
+13
| +0.8% | +$1.04K | 0.13% | 137 |
|
|
2016
Q2 | $146K | Buy |
1,700
+100
| +6% | +$8.58K | 0.14% | 129 |
|
|
2016
Q1 | $129K | Buy |
+1,600
| New | +$129K | 0.12% | 150 |
|