Jaffetilchin Investment Partners’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 | $2.39M | Buy |
20,237
+30
| +0.1% | +$3.54K | 0.16% | 102 |
|
|
2025
Q1 | $2.46M | Sell |
20,207
-48
| -0.2% | -$5.85K | 0.18% | 95 |
|
|
2024
Q4 | $2.18M | Buy |
20,255
+2,386
| +13% | +$257K | 0.16% | 98 |
|
|
2024
Q3 | $2.06M | Buy |
17,869
+532
| +3% | +$61.3K | 0.16% | 91 |
|
|
2024
Q2 | $1.74M | Sell |
17,337
-645
| -4% | -$64.7K | 0.15% | 90 |
|
|
2024
Q1 | $1.74M | Sell |
17,982
-404
| -2% | -$39.1K | 0.16% | 93 |
|
|
2023
Q4 | $1.78M | Sell |
18,386
-2,167
| -11% | -$210K | 0.17% | 89 |
|
|
2023
Q3 | $1.81M | Sell |
20,553
-521
| -2% | -$46K | 0.2% | 78 |
|
|
2023
Q2 | $1.89M | Sell |
21,074
-435
| -2% | -$39K | 0.2% | 78 |
|
|
2023
Q1 | $2.07M | Sell |
21,509
-257
| -1% | -$24.8K | 0.24% | 82 |
|
|
2022
Q4 | $2.24M | Sell |
21,766
-327
| -1% | -$33.7K | 0.27% | 73 |
|
|
2022
Q3 | $2.06M | Sell |
22,093
-416
| -2% | -$38.7K | 0.26% | 59 |
|
|
2022
Q2 | $2.41M | Sell |
22,509
-7
| -0% | -$750 | 0.29% | 64 |
|
|
2022
Q1 | $2.45M | Sell |
22,516
-689
| -3% | -$75K | 0.29% | 57 |
|
|
2021
Q4 | $2.43M | Sell |
23,205
-2,144
| -8% | -$225K | 0.23% | 71 |
|
|
2021
Q3 | $2.47M | Buy |
25,349
+164
| +0.7% | +$16K | 0.26% | 68 |
|
|
2021
Q2 | $2.49M | Buy |
25,185
+6,528
| +35% | +$644K | 0.17% | 97 |
|
|
2021
Q1 | $1.8M | Buy |
18,657
+11,304
| +154% | +$1.09M | 0.21% | 85 |
|
|
2020
Q4 | $673K | Sell |
7,353
-355
| -5% | -$32.5K | 0.1% | 136 |
|
|
2020
Q3 | $683K | Buy |
7,708
+173
| +2% | +$15.3K | 0.13% | 99 |
|
|
2020
Q2 | $602K | Buy |
7,535
+4,892
| +185% | +$391K | 0.13% | 97 |
|
|
2020
Q1 | $214K | Sell |
2,643
-483
| -15% | -$39.1K | 0.08% | 145 |
|
|
2019
Q4 | $285K | Buy |
3,126
+28
| +0.9% | +$2.55K | 0.06% | 172 |
|
|
2019
Q3 | $297K | Buy |
3,098
+140
| +5% | +$13.4K | 0.07% | 169 |
|
|
2019
Q2 | $261K | Sell |
2,958
-28
| -0.9% | -$2.47K | 0.06% | 214 |
|
|
2019
Q1 | $269K | Buy |
2,986
+105
| +4% | +$9.46K | 0.06% | 229 |
|
|
2018
Q4 | $249K | Sell |
2,881
-98
| -3% | -$8.47K | 0.06% | 209 |
|
|
2018
Q3 | $238K | Buy |
2,979
+30
| +1% | +$2.4K | 0.05% | 258 |
|
|
2018
Q2 | $233K | Sell |
2,949
-1,395
| -32% | -$110K | 0.05% | 256 |
|
|
2018
Q1 | $336K | Buy |
+4,344
| New | +$336K | 0.08% | 234 |
|
|
2017
Q4 | – | Sell |
-4,656
| Closed | -$391K | – | 248 |
|
|
2017
Q3 | $391K | Buy |
+4,656
| New | +$391K | 0.09% | 202 |
|
|
2017
Q2 | – | Sell |
-4,350
| Closed | -$357K | – | 235 |
|
|
2017
Q1 | $357K | Buy |
4,350
+476
| +12% | +$39.1K | 0.09% | 186 |
|
|
2016
Q4 | $301K | Buy |
+3,874
| New | +$301K | 0.09% | 188 |
|