Firethorn 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 | $476K | Sell |
4,032
-784
| -16% | -$92.5K | 0.21% | 102 |
|
|
2025
Q1 | $587K | Sell |
4,816
-241
| -5% | -$29.4K | 0.28% | 83 |
|
|
2024
Q4 | $545K | Buy |
5,057
+19
| +0.4% | +$2.05K | 0.27% | 76 |
|
|
2024
Q3 | $581K | Sell |
5,038
-313
| -6% | -$36.1K | 0.29% | 76 |
|
|
2024
Q2 | $536K | Sell |
5,351
-499
| -9% | -$50K | 0.3% | 75 |
|
|
2024
Q1 | $566K | Buy |
5,850
+231
| +4% | +$22.3K | 0.33% | 68 |
|
|
2023
Q4 | $545K | Buy |
5,619
+574
| +11% | +$55.7K | 0.36% | 58 |
|
|
2023
Q3 | $445K | Sell |
5,045
-17
| -0.3% | -$1.5K | 0.34% | 59 |
|
|
2023
Q2 | $454K | Buy |
5,062
+273
| +6% | +$24.5K | 0.34% | 57 |
|
|
2023
Q1 | $475K | Buy |
4,789
+6
| +0.1% | +$595 | 0.37% | 53 |
|
|
2022
Q4 | $493K | Sell |
4,783
-43
| -0.9% | -$4.43K | 0.42% | 55 |
|
|
2022
Q3 | $449K | Sell |
4,826
-134
| -3% | -$12.5K | 0.42% | 61 |
|
|
2022
Q2 | $545K | Buy |
4,960
+31
| +0.6% | +$3.41K | 0.44% | 52 |
|
|
2022
Q1 | $550K | Sell |
4,929
-55
| -1% | -$6.14K | 0.42% | 59 |
|
|
2021
Q4 | $523K | Buy |
+4,984
| New | +$523K | 0.39% | 61 |
|
|
2021
Q2 | $439K | Buy |
4,449
+78
| +2% | +$7.7K | 0.37% | 61 |
|
|
2021
Q1 | $422K | Buy |
4,371
+1,409
| +48% | +$136K | 0.39% | 65 |
|
|
2020
Q4 | $271K | Buy |
+2,962
| New | +$271K | 0.29% | 74 |
|