Ashton Thomas Private Wealth’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 | $1.57M | Sell |
13,276
-6,282
| -32% | -$741K | 0.06% | 322 |
|
|
2025
Q1 | $2.39M | Buy |
19,558
+1,892
| +11% | +$231K | 0.09% | 238 |
|
|
2024
Q4 | $1.9M | Buy |
17,666
+4,980
| +39% | +$537K | 0.07% | 280 |
|
|
2024
Q3 | $1.46M | Sell |
12,686
-1,306
| -9% | -$151K | 0.08% | 255 |
|
|
2024
Q2 | $1.4M | Sell |
13,992
-1,285
| -8% | -$129K | 0.08% | 246 |
|
|
2024
Q1 | $1.48M | Buy |
15,277
+292
| +2% | +$28.2K | 0.08% | 245 |
|
|
2023
Q4 | $1.45M | Sell |
14,985
-549
| -4% | -$53.3K | 0.09% | 235 |
|
|
2023
Q3 | $1.37M | Buy |
15,534
+861
| +6% | +$76K | 0.1% | 225 |
|
|
2023
Q2 | $1.32M | Buy |
14,673
+3,306
| +29% | +$297K | 0.1% | 217 |
|
|
2023
Q1 | $1.1M | Buy |
11,367
+1,723
| +18% | +$166K | 0.1% | 235 |
|
|
2022
Q4 | $993K | Buy |
9,644
+314
| +3% | +$32.3K | 0.1% | 237 |
|
|
2022
Q3 | $868K | Buy |
9,330
+56
| +0.6% | +$5.21K | 0.1% | 229 |
|
|
2022
Q2 | $994K | Buy |
9,274
+647
| +7% | +$69.4K | 0.11% | 213 |
|
|
2022
Q1 | $963K | Buy |
8,627
+582
| +7% | +$65K | 0.08% | 255 |
|
|
2021
Q4 | $844K | Buy |
8,045
+284
| +4% | +$29.8K | 0.08% | 270 |
|
|
2021
Q3 | $757K | Buy |
7,761
+115
| +2% | +$11.2K | 0.11% | 207 |
|
|
2021
Q2 | $755K | Buy |
7,646
+28
| +0.4% | +$2.76K | 0.12% | 196 |
|
|
2021
Q1 | $735K | Sell |
7,618
-257
| -3% | -$24.8K | 0.12% | 186 |
|
|
2020
Q4 | $721K | Buy |
7,875
+588
| +8% | +$53.8K | 0.14% | 191 |
|
|
2020
Q3 | $645K | Buy |
7,287
+942
| +15% | +$83.4K | 0.16% | 154 |
|
|
2020
Q2 | $507K | Buy |
6,345
+2,215
| +54% | +$177K | 0.15% | 157 |
|
|
2020
Q1 | $334K | Buy |
+4,130
| New | +$334K | 0.14% | 155 |
|