Daymark Wealth Partners’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 | $4.81M | Buy |
40,793
+2,623
| +7% | +$310K | 0.18% | 101 |
|
|
2025
Q1 | $4.66M | Sell |
38,170
-778
| -2% | -$94.9K | 0.2% | 101 |
|
|
2024
Q4 | $4.2M | Buy |
38,948
+188
| +0.5% | +$20.3K | 0.18% | 103 |
|
|
2024
Q3 | $4.47M | Buy |
38,760
+918
| +2% | +$106K | 0.19% | 103 |
|
|
2024
Q2 | $3.79M | Buy |
37,842
+2,134
| +6% | +$214K | 0.17% | 107 |
|
|
2024
Q1 | $3.45M | Buy |
35,708
+10,086
| +39% | +$975K | 0.19% | 96 |
|
|
2023
Q4 | $2.49M | Sell |
25,622
-113
| -0.4% | -$11K | 0.15% | 111 |
|
|
2023
Q3 | $2.27M | Sell |
25,735
-82
| -0.3% | -$7.24K | 0.16% | 115 |
|
|
2023
Q2 | $2.32M | Buy |
25,817
+12,207
| +90% | +$1.1M | 0.17% | 110 |
|
|
2023
Q1 | $1.31M | Buy |
13,610
+447
| +3% | +$43.1K | 0.17% | 105 |
|
|
2022
Q4 | $1.36M | Buy |
+13,163
| New | +$1.36M | 0.24% | 79 |
|