Catalyst 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 | $624K | Buy |
5,285
+195
| +4% | +$23K | 0.07% | 137 |
|
|
2025
Q1 | $621K | Buy |
5,090
+88
| +2% | +$10.7K | 0.11% | 124 |
|
|
2024
Q4 | $539K | Sell |
5,002
-357
| -7% | -$38.5K | 0.1% | 128 |
|
|
2024
Q3 | $618K | Buy |
5,359
+1,007
| +23% | +$116K | 0.12% | 114 |
|
|
2024
Q2 | $436K | Buy |
4,352
+230
| +6% | +$23.1K | 0.1% | 143 |
|
|
2024
Q1 | $390K | Buy |
4,122
+144
| +4% | +$13.6K | 0.1% | 136 |
|
|
2023
Q4 | $386K | Sell |
3,978
-45
| -1% | -$4.37K | 0.11% | 128 |
|
|
2023
Q3 | $355K | Buy |
4,023
+894
| +29% | +$78.9K | 0.11% | 133 |
|
|
2023
Q2 | $281K | Buy |
3,129
+11
| +0.4% | +$987 | 0.1% | 150 |
|
|
2023
Q1 | $301K | Buy |
3,118
+419
| +16% | +$40.4K | 0.13% | 121 |
|
|
2022
Q4 | $278K | Buy |
+2,699
| New | +$278K | 0.14% | 118 |
|