Financial Gravity Asset Management’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 | $16.3K | Buy |
+134
| New | +$16.3K | ﹤0.01% | 514 |
|
|
2024
Q2 | – | Sell |
-24
| Closed | -$2.32K | – | 1733 |
|
|
2024
Q1 | $2.32K | Buy |
+24
| New | +$2.32K | ﹤0.01% | 1044 |
|
|
2023
Q3 | – | Sell |
-90
| Closed | -$1.76K | – | 1394 |
|
|
2023
Q2 | $1.76K | Buy |
+90
| New | +$1.76K | ﹤0.01% | 672 |
|
|
2023
Q1 | – | Sell |
-103
| Closed | -$8.06K | – | 1287 |
|
|
2022
Q4 | $8.06K | Sell |
103
-1,571
| -94% | -$123K | 0.04% | 316 |
|
|
2022
Q3 | $2.18K | Sell |
1,674
-252
| -13% | -$328 | 0.07% | 271 |
|
|
2022
Q2 | $2.76K | Buy |
+1,926
| New | +$2.76K | 0.09% | 232 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 926 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 974 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 964 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 990 |
|
|
2020
Q2 | – | Sell |
-380
| Closed | -$31 | – | 237 |
|
|
2020
Q1 | $31 | Sell |
380
-180
| -32% | -$15 | ﹤0.01% | 992 |
|
|
2019
Q4 | $142K | Sell |
560
-202
| -27% | -$51.2K | 0.1% | 201 |
|
|
2019
Q3 | $73K | Sell |
762
-60
| -7% | -$5.75K | 0.06% | 248 |
|
|
2019
Q2 | $73K | Sell |
822
-61
| -7% | -$5.42K | 0.06% | 264 |
|
|
2019
Q1 | $79K | Buy |
+883
| New | +$79K | 0.06% | 232 |
|
|
2018
Q3 | $33K | Buy |
388
+4
| +1% | +$340 | 0.03% | 410 |
|
|
2018
Q2 | $31K | Sell |
384
-406
| -51% | -$32.8K | 0.03% | 418 |
|
|
2018
Q1 | $63K | Buy |
+790
| New | +$63K | 0.06% | 258 |
|