Freestone Capital Holdings’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 | $398K | Sell |
3,370
-118
| -3% | -$13.9K | 0.01% | 323 |
|
|
2025
Q1 | $425K | Buy |
3,488
+1,143
| +49% | +$139K | 0.02% | 302 |
|
|
2024
Q4 | $253K | Buy |
2,345
+437
| +23% | +$47.1K | 0.01% | 371 |
|
|
2024
Q3 | $220K | Buy |
+1,908
| New | +$220K | 0.01% | 395 |
|
|
2021
Q1 | – | Sell |
-175
| Closed | -$16K | – | 575 |
|
|
2020
Q4 | $16K | Hold |
175
| – | – | ﹤0.01% | 765 |
|
|
2020
Q3 | $15.5K | Buy |
+175
| New | +$15.5K | ﹤0.01% | 681 |
|
|
2013
Q4 | – | Sell |
-7,974
| Closed | -$517K | – | 305 |
|
|
2013
Q3 | $517K | Buy |
+7,974
| New | +$517K | 0.09% | 216 |
|