BOK Financial 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 | – | Sell |
-376
| Closed | -$45.9K | – | 440 |
|
|
2025
Q1 | $45.9K | Buy |
+376
| New | +$45.9K | ﹤0.01% | 266 |
|
|
2024
Q4 | – | Sell |
-61
| Closed | -$7.03K | – | 662 |
|
|
2024
Q3 | $7.03K | Sell |
61
-503
| -89% | -$58K | ﹤0.01% | 418 |
|
|
2024
Q2 | $56.5K | Buy |
564
+503
| +825% | +$50.4K | ﹤0.01% | 246 |
|
|
2024
Q1 | $5.9K | Sell |
61
-502
| -89% | -$48.6K | ﹤0.01% | 392 |
|
|
2023
Q4 | $54.6K | Buy |
563
+61
| +12% | +$5.92K | ﹤0.01% | 236 |
|
|
2023
Q3 | $44.3K | Buy |
502
+110
| +28% | +$9.71K | ﹤0.01% | 233 |
|
|
2023
Q2 | $35.2K | Buy |
392
+43
| +12% | +$3.86K | ﹤0.01% | 252 |
|
|
2023
Q1 | $33.7K | Buy |
349
+13
| +4% | +$1.25K | ﹤0.01% | 274 |
|
|
2022
Q4 | $34.6K | Sell |
336
-61
| -15% | -$6.28K | ﹤0.01% | 257 |
|
|
2022
Q3 | $37K | Buy |
397
+61
| +18% | +$5.69K | ﹤0.01% | 260 |
|
|
2022
Q2 | $36K | Sell |
336
-3,548
| -91% | -$380K | ﹤0.01% | 267 |
|
|
2022
Q1 | $434K | Buy |
3,884
+817
| +27% | +$91.3K | 0.03% | 188 |
|
|
2021
Q4 | $322K | Buy |
3,067
+300
| +11% | +$31.5K | 0.02% | 213 |
|
|
2021
Q3 | $270K | Buy |
2,767
+420
| +18% | +$41K | 0.02% | 207 |
|
|
2021
Q2 | $232K | Buy |
+2,347
| New | +$232K | 0.02% | 203 |
|