Balboa Wealth 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 | $1.13M | Buy |
9,618
+179
| +2% | +$21.1K | 0.23% | 81 |
|
|
2025
Q1 | $1.15M | Buy |
9,439
+548
| +6% | +$66.8K | 0.28% | 70 |
|
|
2024
Q4 | $958K | Buy |
8,891
+614
| +7% | +$66.2K | 0.22% | 80 |
|
|
2024
Q3 | $954K | Buy |
8,277
+4,053
| +96% | +$467K | 0.24% | 81 |
|
|
2024
Q2 | $423K | Buy |
4,224
+437
| +12% | +$43.8K | 0.11% | 150 |
|
|
2024
Q1 | $366K | Buy |
3,787
+935
| +33% | +$90.4K | 0.11% | 142 |
|
|
2023
Q4 | $277K | Buy |
2,852
+155
| +6% | +$15K | 0.09% | 172 |
|
|
2023
Q3 | $238K | Hold |
2,697
| – | – | 0.09% | 189 |
|
|
2023
Q2 | $242K | Buy |
2,697
+1
| +0% | +$90 | 0.08% | 195 |
|
|
2023
Q1 | $260K | Sell |
2,696
-900
| -25% | -$86.8K | 0.1% | 182 |
|
|
2022
Q4 | $370K | Buy |
3,596
+901
| +33% | +$92.8K | 0.17% | 133 |
|
|
2022
Q3 | $251K | Buy |
+2,695
| New | +$251K | 0.11% | 165 |
|