Black Diamond Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,951
| Closed | -$210K | – | 150 |
|
|
2024
Q4 | $210K | Buy |
1,951
+66
| +4% | +$7.11K | 0.03% | 139 |
|
|
2024
Q3 | $217K | Buy |
+1,885
| New | +$217K | 0.04% | 131 |
|
|
2023
Q3 | – | Sell |
-2,230
| Closed | -$200K | – | 113 |
|
|
2023
Q2 | $200K | Hold |
2,230
| – | – | 0.06% | 109 |
|
|
2023
Q1 | $215K | Hold |
2,230
| – | – | 0.07% | 105 |
|
|
2022
Q4 | $230K | Hold |
2,230
| – | – | 0.08% | 97 |
|
|
2022
Q3 | $207K | Hold |
2,230
| – | – | 0.08% | 99 |
|
|
2022
Q2 | $239K | Sell |
2,230
-275
| -11% | -$29.5K | 0.09% | 100 |
|
|
2022
Q1 | $280K | Buy |
+2,505
| New | +$280K | 0.09% | 95 |
|