Dakota Community Bank & 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
Q1 | $171K | Sell |
1,404
-41
| -3% | -$5K | 0.83% | 50 |
|
2024
Q4 | $156K | Sell |
1,445
-97
| -6% | -$10.5K | 0.74% | 56 |
|
2024
Q3 | $178K | Sell |
1,542
-12
| -0.8% | -$1.38K | 0.89% | 46 |
|
2024
Q2 | $156K | Buy |
1,554
+10
| +0.6% | +$1K | 0.84% | 46 |
|
2024
Q1 | $149K | Buy |
1,544
+26
| +2% | +$2.51K | 0.81% | 48 |
|
2023
Q4 | $147K | Buy |
1,518
+115
| +8% | +$11.2K | 0.83% | 47 |
|
2023
Q3 | $124K | Sell |
1,403
-11
| -0.8% | -$971 | 0.79% | 50 |
|
2023
Q2 | $127K | Buy |
1,414
+30
| +2% | +$2.69K | 0.75% | 49 |
|
2023
Q1 | $134K | Sell |
1,384
-5
| -0.4% | -$482 | 0.83% | 47 |
|
2022
Q4 | $143K | Buy |
1,389
+60
| +5% | +$6.18K | 0.81% | 48 |
|
2022
Q3 | $124K | Buy |
+1,329
| New | +$124K | 0.86% | 44 |
|