Bard Financial Services’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 | $549K | Sell |
4,655
-200
| -4% | -$23.6K | 0.07% | 141 |
|
|
2025
Q1 | $592K | Hold |
4,855
| – | – | 0.07% | 139 |
|
|
2024
Q4 | $523K | Hold |
4,855
| – | – | 0.06% | 139 |
|
|
2024
Q3 | $560K | Sell |
4,855
-1,115
| -19% | -$129K | 0.07% | 141 |
|
|
2024
Q2 | $598K | Sell |
5,970
-55
| -0.9% | -$5.51K | 0.06% | 143 |
|
|
2024
Q1 | $583K | Hold |
6,025
| – | – | 0.06% | 145 |
|
|
2023
Q4 | $585K | Hold |
6,025
| – | – | 0.07% | 145 |
|
|
2023
Q3 | $532K | Buy |
6,025
+85
| +1% | +$7.5K | 0.07% | 142 |
|
|
2023
Q2 | $533K | Hold |
5,940
| – | – | 0.04% | 210 |
|
|
2023
Q1 | $573K | Hold |
5,940
| – | – | 0.05% | 204 |
|
|
2022
Q4 | $612K | Buy |
5,940
+405
| +7% | +$41.7K | 0.05% | 193 |
|
|
2022
Q3 | $515K | Hold |
5,535
| – | – | 0.05% | 193 |
|
|
2022
Q2 | $593K | Hold |
5,535
| – | – | 0.05% | 182 |
|
|
2022
Q1 | $618K | Sell |
5,535
-325
| -6% | -$36.3K | 0.05% | 179 |
|
|
2021
Q4 | $615K | Buy |
5,860
+325
| +6% | +$34.1K | 0.05% | 176 |
|
|
2021
Q3 | $540K | Hold |
5,535
| – | – | 0.05% | 179 |
|
|
2021
Q2 | $546K | Hold |
5,535
| – | – | 0.05% | 180 |
|
|
2021
Q1 | $534K | Hold |
5,535
| – | – | 0.05% | 172 |
|
|
2020
Q4 | $507K | Buy |
+5,535
| New | +$507K | 0.05% | 176 |
|