Cross Staff Investments’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 | $761K | Sell |
6,449
-332
| -5% | -$39.2K | 0.57% | 51 |
|
|
2025
Q1 | $827K | Hold |
6,781
| – | – | 0.62% | 46 |
|
|
2024
Q4 | $731K | Hold |
6,781
| – | – | 0.51% | 48 |
|
|
2024
Q3 | $782K | Buy |
6,781
+332
| +5% | +$38.3K | 0.6% | 46 |
|
|
2024
Q2 | $646K | Hold |
6,449
| – | – | 0.54% | 54 |
|
|
2024
Q1 | $624K | Hold |
6,449
| – | – | 0.53% | 54 |
|
|
2023
Q4 | $626K | Hold |
6,449
| – | – | 0.55% | 54 |
|
|
2023
Q3 | $569K | Sell |
6,449
-398
| -6% | -$35.1K | 0.56% | 53 |
|
|
2023
Q2 | $614K | Sell |
6,847
-276
| -4% | -$24.8K | 0.56% | 54 |
|
|
2023
Q1 | $687K | Hold |
7,123
| – | – | 0.68% | 46 |
|
|
2022
Q4 | $734K | Hold |
7,123
| – | – | 0.77% | 38 |
|
|
2022
Q3 | $663K | Hold |
7,123
| – | – | 0.74% | 38 |
|
|
2022
Q2 | $764K | Hold |
7,123
| – | – | 0.84% | 34 |
|
|
2022
Q1 | $795K | Hold |
7,123
| – | – | 0.74% | 37 |
|
|
2021
Q4 | $747K | Buy |
+7,123
| New | +$747K | 0.67% | 39 |
|