Citizens Business Bank’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 | $529K | Sell |
4,481
-82
| -2% | -$9.68K | 0.1% | 86 |
|
|
2025
Q1 | $557K | Buy |
4,563
+2,898
| +174% | +$353K | 0.12% | 82 |
|
|
2024
Q4 | $470K | Sell |
1,665
-2,748
| -62% | -$776K | 0.09% | 90 |
|
|
2024
Q3 | $509K | Sell |
4,413
-1,508
| -25% | -$174K | 0.1% | 93 |
|
|
2024
Q2 | $593K | Sell |
5,921
-19,951
| -77% | -$2M | 0.13% | 86 |
|
|
2024
Q1 | $2.5M | Sell |
25,872
-499
| -2% | -$48.3K | 0.52% | 64 |
|
|
2023
Q4 | $2.56M | Sell |
26,371
-1,503
| -5% | -$146K | 0.56% | 60 |
|
|
2023
Q3 | $2.46M | Sell |
27,874
-1,093
| -4% | -$96.5K | 0.58% | 56 |
|
|
2023
Q2 | $2.6M | Buy |
28,967
+230
| +0.8% | +$20.6K | 0.58% | 58 |
|
|
2023
Q1 | $2.77M | Sell |
28,737
-1,662
| -5% | -$160K | 0.64% | 57 |
|
|
2022
Q4 | $3.13M | Buy |
30,399
+97
| +0.3% | +$9.99K | 0.72% | 47 |
|
|
2022
Q3 | $2.82M | Sell |
30,302
-1,559
| -5% | -$145K | 0.69% | 48 |
|
|
2022
Q2 | $3.42M | Buy |
31,861
+104
| +0.3% | +$11.2K | 0.49% | 57 |
|
|
2022
Q1 | $3.55M | Buy |
31,757
+2,752
| +9% | +$307K | 0.43% | 63 |
|
|
2021
Q4 | $3.04M | Sell |
29,005
-412
| -1% | -$43.2K | 0.37% | 70 |
|
|
2021
Q3 | $2.87M | Sell |
29,417
-253
| -0.9% | -$24.7K | 0.38% | 78 |
|
|
2021
Q2 | $2.93M | Sell |
29,670
-887
| -3% | -$87.6K | 0.39% | 76 |
|
|
2021
Q1 | $2.95M | Sell |
30,557
-1,895
| -6% | -$183K | 0.41% | 66 |
|
|
2020
Q4 | $2.97M | Sell |
32,452
-1,003
| -3% | -$91.8K | 0.44% | 65 |
|
|
2020
Q3 | $2.96M | Buy |
33,455
+178
| +0.5% | +$15.8K | 0.5% | 50 |
|
|
2020
Q2 | $2.66M | Buy |
33,277
+550
| +2% | +$43.9K | 0.47% | 55 |
|
|
2020
Q1 | $2.65M | Sell |
32,727
-275
| -0.8% | -$22.2K | 0.55% | 44 |
|
|
2019
Q4 | $3.01M | Buy |
33,002
+429
| +1% | +$39.1K | 0.5% | 52 |
|
|
2019
Q3 | $3.12M | Buy |
+32,573
| New | +$3.12M | 0.51% | 50 |
|
|
2014
Q1 | – | Sell |
-10,064
| Closed | -$694K | – | 289 |
|
|
2013
Q4 | $694K | Sell |
10,064
-220
| -2% | -$15.2K | 0.14% | 183 |
|
|
2013
Q3 | $687K | Sell |
10,284
-738
| -7% | -$49.3K | 0.15% | 169 |
|
|
2013
Q2 | $744K | Buy |
+11,022
| New | +$744K | 0.17% | 147 |
|