Ausdal Financial Partners’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 | $802K | Sell |
6,794
-806
| -11% | -$95.1K | 0.05% | 307 |
|
|
2025
Q1 | $927K | Buy |
7,600
+1,664
| +28% | +$203K | 0.07% | 253 |
|
|
2024
Q4 | $640K | Buy |
5,936
+227
| +4% | +$24.5K | 0.06% | 292 |
|
|
2024
Q3 | $658K | Buy |
5,709
+21
| +0.4% | +$2.42K | 0.07% | 253 |
|
|
2024
Q2 | $570K | Sell |
5,688
-211
| -4% | -$21.1K | 0.06% | 267 |
|
|
2024
Q1 | $570K | Sell |
5,899
-100
| -2% | -$9.67K | 0.07% | 247 |
|
|
2023
Q4 | $582K | Sell |
5,999
-405
| -6% | -$39.3K | 0.07% | 227 |
|
|
2023
Q3 | $565K | Buy |
6,404
+351
| +6% | +$31K | 0.08% | 229 |
|
|
2023
Q2 | $543K | Buy |
6,053
+46
| +0.8% | +$4.13K | 0.07% | 229 |
|
|
2023
Q1 | $579K | Sell |
6,007
-65
| -1% | -$6.27K | 0.08% | 225 |
|
|
2022
Q4 | $625K | Buy |
6,072
+643
| +12% | +$66.2K | 0.09% | 207 |
|
|
2022
Q3 | $505K | Buy |
5,429
+74
| +1% | +$6.88K | 0.08% | 239 |
|
|
2022
Q2 | $574K | Buy |
5,355
+33
| +0.6% | +$3.54K | 0.09% | 237 |
|
|
2022
Q1 | $594K | Buy |
5,322
+28
| +0.5% | +$3.13K | 0.08% | 246 |
|
|
2021
Q4 | $555K | Buy |
5,294
+1,624
| +44% | +$170K | 0.07% | 261 |
|
|
2021
Q3 | $358K | Buy |
3,670
+30
| +0.8% | +$2.93K | 0.05% | 332 |
|
|
2021
Q2 | $359K | Buy |
3,640
+81
| +2% | +$7.99K | 0.05% | 319 |
|
|
2021
Q1 | $344K | Buy |
3,559
+258
| +8% | +$24.9K | 0.06% | 316 |
|
|
2020
Q4 | $302K | Buy |
3,301
+110
| +3% | +$10.1K | 0.06% | 310 |
|
|
2020
Q3 | $283K | Buy |
3,191
+520
| +19% | +$46.1K | 0.07% | 269 |
|
|
2020
Q2 | $213K | Sell |
2,671
-422
| -14% | -$33.7K | 0.07% | 256 |
|
|
2020
Q1 | $268K | Sell |
3,093
-152
| -5% | -$13.2K | 0.09% | 208 |
|
|
2019
Q4 | $314K | Buy |
3,245
+129
| +4% | +$12.5K | 0.09% | 241 |
|
|
2019
Q3 | $299K | Buy |
3,116
+22
| +0.7% | +$2.11K | 0.11% | 228 |
|
|
2019
Q2 | $272K | Sell |
3,094
-82
| -3% | -$7.21K | 0.1% | 226 |
|
|
2019
Q1 | $286K | Buy |
3,176
+133
| +4% | +$12K | 0.12% | 204 |
|
|
2018
Q4 | $263K | Sell |
3,043
-2,575
| -46% | -$223K | 0.13% | 188 |
|
|
2018
Q3 | $450K | Buy |
5,618
+90
| +2% | +$7.21K | 0.13% | 212 |
|
|
2018
Q2 | $437K | Buy |
5,528
+2,071
| +60% | +$164K | 0.13% | 216 |
|
|
2018
Q1 | $268K | Sell |
3,457
-348
| -9% | -$27K | 0.09% | 273 |
|
|
2017
Q4 | $320K | Buy |
3,805
+23
| +0.6% | +$1.93K | 0.11% | 238 |
|
|
2017
Q3 | $317K | Buy |
3,782
+23
| +0.6% | +$1.93K | 0.13% | 213 |
|
|
2017
Q2 | $314K | Buy |
+3,759
| New | +$314K | 0.13% | 210 |
|
|
2016
Q1 | – | Sell |
-1,812
| Closed | -$129K | – | 410 |
|
|
2015
Q4 | $129K | Buy |
+1,812
| New | +$129K | 0.07% | 263 |
|