Colonial Trust’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 | $6.77M | Sell |
57,363
-718
| -1% | -$84.7K | 0.99% | 28 |
|
|
2025
Q1 | $7.08M | Buy |
58,081
+1,127
| +2% | +$137K | 1.1% | 25 |
|
|
2024
Q4 | $6.14M | Sell |
56,954
-82
| -0.1% | -$8.84K | 0.91% | 31 |
|
|
2024
Q3 | $6.58M | Buy |
57,036
+8,256
| +17% | +$952K | 1.01% | 23 |
|
|
2024
Q2 | $4.89M | Sell |
48,780
-1,086
| -2% | -$109K | 0.86% | 36 |
|
|
2024
Q1 | $4.82M | Buy |
49,866
+1,030
| +2% | +$99.6K | 0.9% | 32 |
|
|
2023
Q4 | $4.74M | Buy |
48,836
+2,945
| +6% | +$286K | 0.99% | 27 |
|
|
2023
Q3 | $4.05M | Sell |
45,891
-2,060
| -4% | -$182K | 1% | 27 |
|
|
2023
Q2 | $4.3M | Buy |
47,951
+108
| +0.2% | +$9.69K | 1.03% | 26 |
|
|
2023
Q1 | $4.62M | Sell |
47,843
-626
| -1% | -$60.4K | 1.17% | 20 |
|
|
2022
Q4 | $4.99M | Buy |
48,469
+1,966
| +4% | +$202K | 1.36% | 14 |
|
|
2022
Q3 | $4.33M | Buy |
+46,503
| New | +$4.33M | 1.38% | 16 |
|