Flaharty Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Sell |
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|
2025
Q1 | $420K | Hold |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $422K | Sell |
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|
2024
Q2 | $477K | Sell |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $465K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $372K | Sell |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $469K | Buy |
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|
2022
Q1 | $488K | Sell |
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|
2021
Q4 | $474K | Sell |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $576K | Buy |
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|
2021
Q1 | $563K | Sell |
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|
2020
Q4 | $542K | Buy |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $246K | Sell |
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|
2020
Q1 | $256K | Sell |
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|
2019
Q4 | $339K | Buy |
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|
2019
Q3 | $295K | Hold |
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|
2019
Q2 | $272K | Sell |
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|
2019
Q1 | $286K | Sell |
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|
2018
Q4 | $304K | Hold |
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|
2018
Q3 | $280K | Buy |
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|
2018
Q2 | $278K | Buy |
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|
2018
Q1 | $266K | Sell |
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|
2017
Q4 | $319K | Buy |
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|
2017
Q3 | $268K | Buy |
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|
2017
Q2 | $260 | Sell |
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|
2017
Q1 | $252K | Buy |
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