Global Financial Private Client’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 | – | Sell |
-307
| Closed | -$37.4K | – | 603 |
|
|
2025
Q1 | $37.4K | Buy |
307
+10
| +3% | +$1.22K | 0.01% | 372 |
|
|
2024
Q4 | $32K | Buy |
297
+5
| +2% | +$539 | 0.01% | 364 |
|
|
2024
Q3 | $33.7K | Buy |
+292
| New | +$33.7K | 0.01% | 360 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$29.1K | – | 707 |
|
|
2023
Q4 | $29.1K | Hold |
300
| – | – | 0.01% | 350 |
|
|
2023
Q3 | $25.6K | Hold |
300
| – | – | 0.01% | 347 |
|
|
2023
Q2 | $27.2K | Sell |
300
-328
| -52% | -$29.8K | 0.01% | 346 |
|
|
2023
Q1 | $59.7K | Buy |
628
+168
| +37% | +$16K | 0.03% | 265 |
|
|
2022
Q4 | $47.4K | Buy |
460
+160
| +53% | +$16.5K | 0.03% | 281 |
|
|
2022
Q3 | $28.6K | Hold |
300
| – | – | 0.02% | 323 |
|
|
2022
Q2 | $32.9K | Hold |
300
| – | – | 0.02% | 305 |
|
|
2022
Q1 | $33.8K | Hold |
300
| – | – | 0.02% | 304 |
|
|
2021
Q4 | $31.5K | Hold |
300
| – | – | 0.02% | 308 |
|
|
2021
Q3 | $29.5K | Hold |
300
| – | – | 0.02% | 286 |
|
|
2021
Q2 | $29.9K | Hold |
300
| – | – | 0.02% | 288 |
|
|
2021
Q1 | $28.9K | Hold |
300
| – | – | 0.02% | 253 |
|
|
2020
Q4 | $27.5K | Hold |
300
| – | – | 0.02% | 240 |
|
|
2020
Q3 | $27K | Sell |
300
-547
| -65% | -$49.3K | 0.02% | 237 |
|
|
2020
Q2 | $69.4K | Sell |
847
-245
| -22% | -$20.1K | 0.06% | 175 |
|
|
2020
Q1 | $84.7K | Sell |
1,092
-49
| -4% | -$3.8K | 0.09% | 159 |
|
|
2019
Q4 | $104K | Buy |
+1,141
| New | +$104K | 0.09% | 160 |
|