Arlington Trust’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Sell |
1,307
-288
| -18% | -$34K | 0.03% | 202 |
|
|
2025
Q1 | $195K | Hold |
1,595
| – | – | 0.04% | 175 |
|
|
2024
Q4 | $172K | Buy |
1,595
+1,263
| +380% | +$136K | 0.04% | 196 |
|
|
2024
Q3 | $38.3K | Hold |
332
| – | – | 0.01% | 356 |
|
|
2024
Q2 | $33.3K | Sell |
332
-5,000
| -94% | -$501K | 0.01% | 367 |
|
|
2024
Q1 | $516K | Sell |
5,332
-17
| -0.3% | -$1.64K | 0.13% | 84 |
|
|
2023
Q4 | $519K | Buy |
+5,349
| New | +$519K | 0.15% | 81 |
|