Community Financial Services Group’s Duke Energy DUK Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $245K | Sell | 
         | 
    |||||
| 
        
          
      
        2025
         Q2  | $273K | Sell | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $344K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $487K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $646K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $568K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $683K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $2.82M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $2.84M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $2.6M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $2.74M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $2.72M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $2.4M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $2.44M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $2.49M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $4.24M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $4.59M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $4.79M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $4.34M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $4.29M | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $3.95M | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $3.54M | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $3.6M | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $3.48M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $3.79M | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $3.76M | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $3.6M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $3.57M | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $3.36M | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q3  | $3.58M | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q2  | $4.95M | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q1  | $4.76M | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q4  | $3.43M | Sell | 
         | 
    |||||
| 
        
          
      
        2015
         Q3  | $3.46M | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q2  | $3.33M | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q1  | $3.59M | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q4  | $3.99M | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q3  | $3.61M | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q2  | $3.61M | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q1  | $4.64M | Buy | 
         | 
    |||||
| 
        
          
      
        2013
         Q4  | $4.2M | Buy | 
         | 
    |||||
| 
        
          
      
        2013
         Q3  | $4M | Buy | 
         | 
    |||||
| 
        
          
      
        2013
         Q2  | $3.94M | Buy | 
         |