Sutton Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $477K | Buy |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $524K | Sell |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $342K | Buy |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $256K | Hold |
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|
2021
Q1 | $250K | Buy |
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|
2020
Q4 | $235K | Buy |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $202K | Sell |
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|
2020
Q1 | $205K | Buy |
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|
2019
Q4 | $231K | Buy |
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|
2019
Q3 | $242K | Buy |
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|
2019
Q2 | $204K | Buy |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q4 | $198K | Hold |
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|
2018
Q3 | $183K | Sell |
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|
2018
Q2 | $212K | Sell |
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|
2018
Q1 | $227K | Sell |
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|
2017
Q4 | $266K | Hold |
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|
2017
Q3 | $266K | Hold |
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|
2017
Q2 | $264K | Buy |
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|
2017
Q1 | $95.5K | Sell |
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|
2016
Q4 | $91.6K | Sell |
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|
2016
Q3 | $137K | Buy |
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|
2016
Q2 | $146K | Buy |
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|
2016
Q1 | $129K | Buy |
|