SEQUOIA FINANCIAL ADVISORS, LLC – Duke Energy Corporation Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$759,000
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-13.24%
quarter
Duke Energy Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.59% | -1.39K shares | -265K | $93.02 | 8.15K |
| Q2 2022 | share | Decrease | -2.08% | -203 shares | -65K | $107.21 | 9.54K |
| Q1 2022 | share | Increase | +29.53% | 2.22K shares | 299K | $111.66 | 9.75K |
| Q4 2021 | share | Increase | 0.00% | 7.52K shares | 790K | $104.79 | 7.52K |
| Q3 2021 | share | Decrease | -100.00% | -8.06K shares | -796K | $96.65 | 0 |
| Q2 2021 | share | Increase | +48.35% | 2.62K shares | 271K | $96.87 | 8.06K |
| Q1 2021 | share | Increase | +3.62% | 190 shares | 45K | $93.84 | 5.43K |
| Q4 2020 | share | Decrease | -2.45% | -132 shares | 4K | $88.07 | 5.24K |
| Q3 2020 | share | Increase | +11.04% | 535 shares | 89K | $84.32 | 5.37K |
| Q2 2020 | share | Decrease | -58.59% | -6.85K shares | -559K | $75.19 | 4.84K |
| Q1 2020 | share | Increase | +143.68% | 6.89K shares | 508K | $75.26 | 11.69K |
| Q4 2019 | share | Decrease | -31.07% | -2.16K shares | -230K | $84.07 | 4.80K |
| Q3 2019 | share | Decrease | -4.05% | -294 shares | 28K | $87.42 | 6.96K |
| Q2 2019 | share | Increase | +2.96% | 209 shares | 6K | $79.63 | 7.25K |
| Q1 2019 | share | Increase | +23.27% | 1.33K shares | 140K | $80.36 | 7.05K |
| Q4 2018 | share | Decrease | -3.13% | -185 shares | 22K | $76.25 | 5.71K |
| Q3 2018 | share | Decrease | -16.43% | -1.16K shares | -87K | $69.95 | 5.90K |
| Q2 2018 | share | Increase | +5.59% | 374 shares | 41K | $68.35 | 7.06K |
| Q1 2018 | share | Increase | +5.85% | 370 shares | -14K | $66.16 | 6.69K |
| Q4 2017 | share | Increase | +4.77% | 288 shares | 26K | $71.01 | 6.32K |
| Q3 2017 | share | Increase | +7.22% | 406 shares | 36K | $70.15 | 6.03K |
| Q2 2017 | share | Increase | +45.44% | 1.75K shares | 153K | $69.16 | 5.62K |
| Q1 2017 | share | Increase | +4.71% | 174 shares | 30K | $67.16 | 3.86K |
| Q4 2016 | share | Increase | +16.75% | 530 shares | 34K | $62.86 | 3.69K |
| Q3 2016 | share | Decrease | -8.29% | -286 shares | -43K | $64.08 | 3.16K |
| Q2 2016 | share | Increase | +0.55% | 19 shares | 19K | $67.99 | 3.45K |
| Q1 2016 | share | Decrease | -25.49% | -1.17K shares | -52K | $63.26 | 3.43K |