CFO4Life Group’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 | $354K | Sell |
2,997
-318
| -10% | -$37.5K | 0.06% | 150 |
|
|
2025
Q1 | $404K | Sell |
3,315
-588
| -15% | -$71.7K | 0.07% | 135 |
|
|
2024
Q4 | $421K | Buy |
3,903
+158
| +4% | +$17K | 0.07% | 127 |
|
|
2024
Q3 | $432K | Sell |
3,745
-68
| -2% | -$7.84K | 0.08% | 128 |
|
|
2024
Q2 | $382K | Buy |
3,813
+351
| +10% | +$35.2K | 0.07% | 132 |
|
|
2024
Q1 | $335K | Buy |
3,462
+40
| +1% | +$3.87K | 0.06% | 142 |
|
|
2023
Q4 | $332K | Sell |
3,422
-533
| -13% | -$51.7K | 0.06% | 132 |
|
|
2023
Q3 | $349K | Sell |
3,955
-74
| -2% | -$6.53K | 0.08% | 112 |
|
|
2023
Q2 | $362K | Buy |
4,029
+295
| +8% | +$26.5K | 0.08% | 119 |
|
|
2023
Q1 | $360K | Sell |
3,734
-164
| -4% | -$15.8K | 0.08% | 113 |
|
|
2022
Q4 | $401K | Buy |
3,898
+17
| +0.4% | +$1.75K | 0.09% | 116 |
|
|
2022
Q3 | $361K | Sell |
3,881
-56
| -1% | -$5.21K | 0.1% | 98 |
|
|
2022
Q2 | $415K | Sell |
3,937
-50
| -1% | -$5.27K | 0.1% | 95 |
|
|
2022
Q1 | $445K | Buy |
3,987
+13
| +0.3% | +$1.45K | 0.09% | 101 |
|
|
2021
Q4 | $417K | Sell |
3,974
-57
| -1% | -$5.98K | 0.09% | 105 |
|
|
2021
Q3 | $393K | Buy |
4,031
+61
| +2% | +$5.95K | 0.09% | 100 |
|
|
2021
Q2 | $392K | Sell |
3,970
-106
| -3% | -$10.5K | 0.09% | 97 |
|
|
2021
Q1 | $394K | Sell |
4,076
-423
| -9% | -$40.9K | 0.1% | 104 |
|
|
2020
Q4 | $412K | Buy |
4,499
+249
| +6% | +$22.8K | 0.12% | 98 |
|
|
2020
Q3 | $376K | Sell |
4,250
-48
| -1% | -$4.25K | 0.13% | 94 |
|
|
2020
Q2 | $343K | Sell |
4,298
-433
| -9% | -$34.6K | 0.13% | 77 |
|
|
2020
Q1 | $383K | Buy |
4,731
+261
| +6% | +$21.1K | 0.2% | 68 |
|
|
2019
Q4 | $408K | Sell |
4,470
-8
| -0.2% | -$730 | 0.17% | 78 |
|
|
2019
Q3 | $429K | Sell |
4,478
-178
| -4% | -$17.1K | 0.19% | 74 |
|
|
2019
Q2 | $411K | Buy |
4,656
+370
| +9% | +$32.7K | 0.19% | 77 |
|
|
2019
Q1 | $386K | Buy |
4,286
+359
| +9% | +$32.3K | 0.18% | 78 |
|
|
2018
Q4 | $339K | Buy |
3,927
+277
| +8% | +$23.9K | 0.15% | 86 |
|
|
2018
Q3 | $292K | Sell |
3,650
-1,292
| -26% | -$103K | 0.13% | 102 |
|
|
2018
Q2 | $390K | Buy |
4,942
+503
| +11% | +$39.7K | 0.16% | 88 |
|
|
2018
Q1 | $344K | Buy |
4,439
+92
| +2% | +$7.13K | 0.29% | 60 |
|
|
2017
Q4 | $366K | Buy |
4,347
+249
| +6% | +$21K | 0.29% | 58 |
|
|
2017
Q3 | $344K | Sell |
4,098
-224
| -5% | -$18.8K | 0.28% | 70 |
|
|
2017
Q2 | $361K | Buy |
4,322
+257
| +6% | +$21.5K | 0.33% | 61 |
|
|
2017
Q1 | $333K | Buy |
+4,065
| New | +$333K | 0.3% | 61 |
|