InterOcean Capital Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $9.32M | Buy |
96,382
+41,361
| +75% | +$4M | 0.22% | 86 |
|
|
2023
Q4 | $5.34M | Buy |
55,021
+29,842
| +119% | +$2.9M | 0.14% | 101 |
|
|
2023
Q3 | $2.22M | Buy |
25,179
+10,964
| +77% | +$968K | 0.07% | 132 |
|
|
2023
Q2 | $1.28M | Buy |
14,215
+1,727
| +14% | +$155K | 0.04% | 156 |
|
|
2023
Q1 | $1.2M | Buy |
12,488
+555
| +5% | +$53.5K | 0.04% | 160 |
|
|
2022
Q4 | $1.23M | Buy |
11,933
+1,521
| +15% | +$157K | 0.05% | 162 |
|
|
2022
Q3 | $969K | Sell |
10,412
-1,068
| -9% | -$99.4K | 0.04% | 163 |
|
|
2022
Q2 | $1.23M | Buy |
11,480
+6,456
| +129% | +$692K | 0.05% | 142 |
|
|
2022
Q1 | $561K | Buy |
+5,024
| New | +$561K | 0.02% | 162 |
|