Good Life Advisors’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 | $2.14M | Sell |
18,139
-579
| -3% | -$68.3K | 0.13% | 136 |
|
|
2025
Q1 | $2.28M | Buy |
18,718
+10
| +0.1% | +$1.22K | 0.16% | 118 |
|
|
2024
Q4 | $2.02M | Sell |
18,708
-1,112
| -6% | -$120K | 0.15% | 132 |
|
|
2024
Q3 | $2.29M | Buy |
19,820
+1,491
| +8% | +$172K | 0.14% | 131 |
|
|
2024
Q2 | $1.84M | Buy |
18,329
+467
| +3% | +$46.8K | 0.15% | 123 |
|
|
2024
Q1 | $1.73M | Sell |
17,862
-602
| -3% | -$58.2K | 0.15% | 117 |
|
|
2023
Q4 | $1.79M | Buy |
18,464
+530
| +3% | +$51.4K | 0.18% | 110 |
|
|
2023
Q3 | $1.58M | Buy |
17,934
+555
| +3% | +$49K | 0.18% | 111 |
|
|
2023
Q2 | $1.56M | Buy |
17,379
+260
| +2% | +$23.3K | 0.18% | 111 |
|
|
2023
Q1 | $1.65M | Buy |
17,119
+455
| +3% | +$43.9K | 0.21% | 97 |
|
|
2022
Q4 | $1.72M | Buy |
16,664
+4
| +0% | +$412 | 0.24% | 93 |
|
|
2022
Q3 | $1.55M | Sell |
16,660
-499
| -3% | -$46.4K | 0.23% | 89 |
|
|
2022
Q2 | $1.84M | Sell |
17,159
-448
| -3% | -$48K | 0.26% | 81 |
|
|
2022
Q1 | $1.97M | Buy |
17,607
+734
| +4% | +$82K | 0.25% | 81 |
|
|
2021
Q4 | $1.77M | Buy |
16,873
+1,687
| +11% | +$177K | 0.21% | 88 |
|
|
2021
Q3 | $1.48M | Sell |
15,186
-2,324
| -13% | -$227K | 0.2% | 92 |
|
|
2021
Q2 | $1.73M | Buy |
17,510
+1,826
| +12% | +$180K | 0.33% | 56 |
|
|
2021
Q1 | $1.52M | Sell |
15,684
-485
| -3% | -$46.8K | 0.31% | 64 |
|
|
2020
Q4 | $1.48M | Sell |
16,169
-696
| -4% | -$63.8K | 0.35% | 55 |
|
|
2020
Q3 | $1.49M | Sell |
16,865
-1,284
| -7% | -$113K | 0.41% | 52 |
|
|
2020
Q2 | $1.45M | Buy |
18,149
+624
| +4% | +$49.9K | 0.44% | 52 |
|
|
2020
Q1 | $1.42M | Sell |
17,525
-488
| -3% | -$39.5K | 0.51% | 44 |
|
|
2019
Q4 | $1.65M | Buy |
18,013
+935
| +5% | +$85.4K | 0.47% | 44 |
|
|
2019
Q3 | $1.64M | Buy |
17,078
+385
| +2% | +$37K | 0.51% | 41 |
|
|
2019
Q2 | $1.47M | Buy |
16,693
+839
| +5% | +$74K | 0.42% | 45 |
|
|
2019
Q1 | $1.43M | Buy |
15,854
+3,009
| +23% | +$271K | 0.43% | 45 |
|
|
2018
Q4 | $1.11M | Buy |
12,845
+1,663
| +15% | +$144K | 0.36% | 54 |
|
|
2018
Q3 | $895K | Buy |
11,182
+284
| +3% | +$22.7K | 0.26% | 72 |
|
|
2018
Q2 | $861K | Sell |
10,898
-1,268
| -10% | -$100K | 0.27% | 67 |
|
|
2018
Q1 | $943K | Buy |
12,166
+85
| +0.7% | +$6.59K | 0.32% | 53 |
|
|
2017
Q4 | $994K | Sell |
12,081
-23
| -0.2% | -$1.89K | 0.31% | 59 |
|
|
2017
Q3 | $1.03M | Buy |
12,104
+725
| +6% | +$61.4K | 0.39% | 51 |
|
|
2017
Q2 | $941K | Sell |
11,379
-183
| -2% | -$15.1K | 0.41% | 52 |
|
|
2017
Q1 | $954K | Buy |
11,562
+1,580
| +16% | +$130K | 0.46% | 42 |
|
|
2016
Q4 | $772K | Buy |
+9,982
| New | +$772K | 0.45% | 42 |
|