Centaurus 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
Q2
$609K Sell
5,164
-4
-0.1% -$472 0.04% 412
2025
Q1
$630K Sell
5,168
-241
-4% -$29.4K 0.04% 394
2024
Q4
$583K Buy
5,409
+266
+5% +$28.7K 0.04% 399
2024
Q3
$593K Sell
5,143
-159
-3% -$18.3K 0.04% 373
2024
Q2
$531K Buy
5,302
+106
+2% +$10.6K 0.04% 375
2024
Q1
$503K Sell
5,196
-219
-4% -$21.2K 0.04% 382
2023
Q4
$525K Buy
5,415
+276
+5% +$26.8K 0.04% 354
2023
Q3
$454K Buy
5,139
+458
+10% +$40.5K 0.04% 376
2023
Q2
$420K Sell
4,681
-4,188
-47% -$376K 0.04% 397
2023
Q1
$856K Buy
8,869
+2,697
+44% +$260K 0.07% 297
2022
Q4
$636K Buy
6,172
+143
+2% +$14.7K 0.06% 311
2022
Q3
$561K Buy
6,029
+671
+13% +$62.4K 0.05% 331
2022
Q2
$574K Buy
5,358
+188
+4% +$20.1K 0.06% 344
2022
Q1
$577K Sell
5,170
-98
-2% -$10.9K 0.05% 398
2021
Q4
$553K Buy
5,268
+868
+20% +$91.1K 0.04% 410
2021
Q3
$429K Buy
4,400
+165
+4% +$16.1K 0.04% 454
2021
Q2
$418K Buy
4,235
+92
+2% +$9.08K 0.04% 477
2021
Q1
$400K Buy
4,143
+306
+8% +$29.5K 0.04% 430
2020
Q4
$351K Sell
3,837
-398
-9% -$36.4K 0.04% 439
2020
Q3
$375K Buy
4,235
+2,023
+91% +$179K 0.05% 324
2020
Q2
$177K Buy
2,212
+741
+50% +$59.3K 0.03% 457
2020
Q1
$119K Sell
1,471
-1,104
-43% -$89.3K 0.02% 445
2019
Q4
$235K Buy
2,575
+298
+13% +$27.2K 0.03% 419
2019
Q3
$218K Buy
2,277
+346
+18% +$33.1K 0.03% 403
2019
Q2
$170K Buy
1,931
+1,766
+1,070% +$155K 0.03% 457
2019
Q1
$1.83K Buy
165
+33
+25% +$366 0.01% 493
2018
Q4
$2 Buy
132
+130
+6,500% +$2 0.01% 400
2018
Q3
$163 Sell
2
-6,679
-100% -$544K 0.03% 414
2018
Q2
$528K Buy
6,681
+4,391
+192% +$347K 0.07% 293
2018
Q1
$177K Buy
+2,290
New +$177K 0.04% 342