Zions Bancorporation’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.7M | Buy |
62,225
+6,657
| +12% | +$717K | 0.42% | 41 |
|
|
2024
Q3 | $6.41M | Sell |
55,568
-37,644
| -40% | -$4.34M | 0.47% | 34 |
|
|
2024
Q2 | $9.34M | Sell |
93,212
-2,491
| -3% | -$250K | 0.75% | 16 |
|
|
2024
Q1 | $9.26M | Buy |
95,703
+5,443
| +6% | +$526K | 0.68% | 18 |
|
|
2023
Q4 | $8.76M | Sell |
90,260
-194
| -0.2% | -$18.8K | 0.6% | 23 |
|
|
2023
Q3 | $7.98M | Buy |
90,454
+4,961
| +6% | +$438K | 0.7% | 19 |
|
|
2023
Q2 | $7.67M | Buy |
85,493
+8,092
| +10% | +$726K | 0.65% | 18 |
|
|
2023
Q1 | $7.47M | Buy |
77,401
+13,522
| +21% | +$1.3M | 0.64% | 22 |
|
|
2022
Q4 | $6.58M | Buy |
63,879
+13,789
| +28% | +$1.42M | 0.52% | 28 |
|
|
2022
Q3 | $4.66M | Buy |
50,090
+4,613
| +10% | +$429K | 0.49% | 29 |
|
|
2022
Q2 | $4.88M | Buy |
45,477
+5,875
| +15% | +$630K | 0.49% | 26 |
|
|
2022
Q1 | $4.42M | Buy |
39,602
+6,958
| +21% | +$777K | 0.4% | 34 |
|
|
2021
Q4 | $3.42M | Buy |
32,644
+1,969
| +6% | +$207K | 0.3% | 41 |
|
|
2021
Q3 | $2.99M | Buy |
30,675
+1,981
| +7% | +$193K | 0.31% | 40 |
|
|
2021
Q2 | $2.83M | Buy |
28,694
+955
| +3% | +$94.3K | 0.28% | 38 |
|
|
2021
Q1 | $2.68M | Buy |
27,739
+2,771
| +11% | +$268K | 0.3% | 33 |
|
|
2020
Q4 | $2.29M | Sell |
24,968
-4,455
| -15% | -$408K | 0.29% | 36 |
|
|
2020
Q3 | $2.61M | Sell |
29,423
-872
| -3% | -$77.2K | 0.37% | 23 |
|
|
2020
Q2 | $2.42M | Buy |
30,295
+3,176
| +12% | +$254K | 0.35% | 28 |
|
|
2020
Q1 | $2.19M | Buy |
27,119
+3,642
| +16% | +$295K | 0.38% | 26 |
|
|
2019
Q4 | $2.14M | Sell |
23,477
-1,814
| -7% | -$165K | 0.31% | 31 |
|
|
2019
Q3 | $2.42M | Buy |
25,291
+623
| +3% | +$59.7K | 0.35% | 24 |
|
|
2019
Q2 | $2.18M | Buy |
24,668
+1,534
| +7% | +$135K | 0.32% | 28 |
|
|
2019
Q1 | $2.08M | Sell |
23,134
-300
| -1% | -$27K | 0.34% | 31 |
|
|
2018
Q4 | $2.02M | Buy |
23,434
+689
| +3% | +$59.5K | 1.48% | 9 |
|
|
2018
Q3 | $1.82M | Buy |
22,745
+126
| +0.6% | +$10.1K | 0.43% | 25 |
|
|
2018
Q2 | $1.79M | Buy |
+22,619
| New | +$1.79M | 1.23% | 13 |
|
|
2018
Q1 | – | Sell |
-20,583
| Closed | -$1.73M | – | 577 |
|
|
2017
Q4 | $1.73M | Buy |
20,583
+504
| +3% | +$42.4K | 0.3% | 37 |
|
|
2017
Q3 | $1.69M | Buy |
20,079
+15,553
| +344% | +$1.31M | 0.24% | 57 |
|
|
2017
Q2 | $378K | Buy |
4,526
+3,729
| +468% | +$311K | 0.06% | 116 |
|
|
2017
Q1 | $66K | Sell |
797
-321
| -29% | -$26.6K | 0.01% | 179 |
|
|
2016
Q4 | $87K | Buy |
1,118
+165
| +17% | +$12.8K | 0.02% | 175 |
|
|
2016
Q3 | $76K | Buy |
953
+1
| +0.1% | +$80 | 0.01% | 188 |
|
|
2016
Q2 | $82K | Hold |
952
| – | – | 0.01% | 171 |
|
|
2016
Q1 | $75K | Sell |
952
-664
| -41% | -$52.3K | 0.01% | 193 |
|
|
2015
Q4 | $125K | Buy |
1,616
+639
| +65% | +$49.4K | 0.02% | 141 |
|
|
2015
Q3 | $67K | Sell |
977
-293
| -23% | -$20.1K | 0.01% | 179 |
|
|
2015
Q2 | $90K | Hold |
1,270
| – | – | 0.01% | 154 |
|
|
2015
Q1 | $97K | Buy |
+1,270
| New | +$97K | 0.02% | 169 |
|