Crossmark Global Holdings’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 | $4.44M | Sell |
37,593
-4,579
| -11% | -$540K | 0.07% | 265 |
|
|
2025
Q1 | $5.14M | Sell |
42,172
-272
| -0.6% | -$33.2K | 0.09% | 235 |
|
|
2024
Q4 | $4.57M | Sell |
42,444
-887
| -2% | -$95.6K | 0.08% | 243 |
|
|
2024
Q3 | $5M | Sell |
43,331
-378
| -0.9% | -$43.6K | 0.09% | 244 |
|
|
2024
Q2 | $4.38M | Sell |
43,709
-1,966
| -4% | -$197K | 0.08% | 247 |
|
|
2024
Q1 | $4.42M | Sell |
45,675
-293
| -0.6% | -$28.3K | 0.08% | 253 |
|
|
2023
Q4 | $4.46M | Buy |
45,968
+1,342
| +3% | +$130K | 0.09% | 238 |
|
|
2023
Q3 | $3.97M | Sell |
44,626
-977
| -2% | -$86.9K | 0.09% | 243 |
|
|
2023
Q2 | $4.26M | Sell |
45,603
-96
| -0.2% | -$8.96K | 0.09% | 243 |
|
|
2023
Q1 | $4.41M | Sell |
45,699
-257
| -0.6% | -$24.8K | 0.1% | 228 |
|
|
2022
Q4 | $4.73M | Buy |
45,956
+4,016
| +10% | +$414K | 0.12% | 209 |
|
|
2022
Q3 | $3.9M | Sell |
41,940
-862
| -2% | -$80.2K | 0.11% | 215 |
|
|
2022
Q2 | $4.59M | Buy |
42,802
+1,660
| +4% | +$178K | 0.12% | 202 |
|
|
2022
Q1 | $4.59M | Buy |
41,142
+1,225
| +3% | +$137K | 0.1% | 217 |
|
|
2021
Q4 | $4.19M | Sell |
39,917
-1,980
| -5% | -$208K | 0.09% | 228 |
|
|
2021
Q3 | $4.09M | Buy |
41,897
+44
| +0.1% | +$4.29K | 0.1% | 222 |
|
|
2021
Q2 | $4.13M | Sell |
41,853
-82,307
| -66% | -$8.13M | 0.1% | 227 |
|
|
2021
Q1 | $12M | Sell |
124,160
-3,580
| -3% | -$346K | 0.3% | 84 |
|
|
2020
Q4 | $11.7M | Sell |
127,740
-11,473
| -8% | -$1.05M | 0.3% | 78 |
|
|
2020
Q3 | $12.3M | Sell |
139,213
-3,972
| -3% | -$352K | 0.35% | 61 |
|
|
2020
Q2 | $11.4M | Buy |
143,185
+1,577
| +1% | +$126K | 0.33% | 70 |
|
|
2020
Q1 | $11.5M | Sell |
141,608
-1,762
| -1% | -$143K | 0.41% | 48 |
|
|
2019
Q4 | $13.1M | Buy |
143,370
+2,925
| +2% | +$267K | 0.36% | 70 |
|
|
2019
Q3 | $13.5M | Buy |
140,445
+90,199
| +180% | +$8.65M | 0.39% | 55 |
|
|
2019
Q2 | $4.43M | Buy |
50,246
+1,077
| +2% | +$95K | 0.12% | 198 |
|
|
2019
Q1 | $4.43M | Sell |
49,169
-1,419
| -3% | -$128K | 0.13% | 198 |
|
|
2018
Q4 | $4.37M | Sell |
50,588
-11,368
| -18% | -$981K | 0.14% | 186 |
|
|
2018
Q3 | $4.96M | Sell |
61,956
-972
| -2% | -$77.8K | 0.13% | 197 |
|
|
2018
Q2 | $4.98M | Sell |
62,928
-553
| -0.9% | -$43.7K | 0.13% | 187 |
|
|
2018
Q1 | $4.92M | Sell |
63,481
-475
| -0.7% | -$36.8K | 0.13% | 197 |
|
|
2017
Q4 | $5.38M | Buy |
63,956
+1,494
| +2% | +$126K | 0.13% | 194 |
|
|
2017
Q3 | $5.24M | Buy |
+62,462
| New | +$5.24M | 0.14% | 188 |
|
|
2016
Q3 | $5.24M | Buy |
+62,462
| New | +$5.24M | 0.14% | 188 |
|