JT Stratford LLC’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 | $1.39M | Buy |
11,791
+287
| +2% | +$33.9K | 0.21% | 110 |
|
|
2025
Q1 | $1.4M | Sell |
11,504
-331
| -3% | -$40.4K | 0.25% | 102 |
|
|
2024
Q4 | $1.28M | Sell |
11,835
-98
| -0.8% | -$10.6K | 0.21% | 114 |
|
|
2024
Q3 | $1.38M | Buy |
11,933
+293
| +3% | +$33.8K | 0.24% | 106 |
|
|
2024
Q2 | $1.17M | Buy |
11,640
+241
| +2% | +$24.2K | 0.22% | 115 |
|
|
2024
Q1 | $1.1M | Sell |
11,399
-2,139
| -16% | -$207K | 0.22% | 123 |
|
|
2023
Q4 | $1.31M | Buy |
13,538
+115
| +0.9% | +$11.2K | 0.3% | 85 |
|
|
2023
Q3 | $1.18M | Buy |
13,423
+1,486
| +12% | +$131K | 0.31% | 88 |
|
|
2023
Q2 | $1.07M | Buy |
11,937
+744
| +7% | +$66.8K | 0.29% | 93 |
|
|
2023
Q1 | $1.08M | Buy |
11,193
+3,002
| +37% | +$290K | 0.31% | 93 |
|
|
2022
Q4 | $844K | Buy |
8,191
+460
| +6% | +$47.4K | 0.27% | 103 |
|
|
2022
Q3 | $719K | Sell |
7,731
-561
| -7% | -$52.2K | 0.26% | 86 |
|
|
2022
Q2 | $889K | Sell |
8,292
-360
| -4% | -$38.6K | 0.28% | 83 |
|
|
2022
Q1 | $966K | Sell |
8,652
-563
| -6% | -$62.9K | 0.28% | 82 |
|
|
2021
Q4 | $967K | Sell |
9,215
-43
| -0.5% | -$4.51K | 0.26% | 86 |
|
|
2021
Q3 | $903K | Sell |
9,258
-214
| -2% | -$20.9K | 0.28% | 84 |
|
|
2021
Q2 | $935K | Sell |
9,472
-1,286
| -12% | -$127K | 0.3% | 90 |
|
|
2021
Q1 | $1.04M | Sell |
10,758
-12,394
| -54% | -$1.2M | 0.37% | 74 |
|
|
2020
Q4 | $2.12M | Sell |
23,152
-3,842
| -14% | -$352K | 0.79% | 31 |
|
|
2020
Q3 | $2.39M | Sell |
26,994
-1,845
| -6% | -$163K | 1.03% | 21 |
|
|
2020
Q2 | $2.3M | Sell |
28,839
-3,917
| -12% | -$313K | 1.19% | 22 |
|
|
2020
Q1 | $2.65M | Buy |
32,756
+3,917
| +14% | +$317K | 1.62% | 10 |
|
|
2019
Q4 | $2.63M | Buy |
28,839
+4,590
| +19% | +$419K | 1.2% | 17 |
|
|
2019
Q3 | $2.33M | Buy |
24,249
+9,888
| +69% | +$948K | 1.31% | 22 |
|
|
2019
Q2 | $1.27M | Buy |
14,361
+4,954
| +53% | +$437K | 0.7% | 46 |
|
|
2019
Q1 | $847K | Buy |
9,407
+1,218
| +15% | +$110K | 0.49% | 57 |
|
|
2018
Q4 | $707K | Buy |
8,189
+194
| +2% | +$16.7K | 0.47% | 62 |
|
|
2018
Q3 | $640K | Buy |
7,995
+1,200
| +18% | +$96.1K | 0.37% | 68 |
|
|
2018
Q2 | $537K | Buy |
6,795
+610
| +10% | +$48.2K | 0.33% | 68 |
|
|
2018
Q1 | $479K | Sell |
6,185
-135
| -2% | -$10.5K | 0.3% | 73 |
|
|
2017
Q4 | $532K | Sell |
6,320
-400
| -6% | -$33.7K | 0.35% | 66 |
|
|
2017
Q3 | $564K | Buy |
6,720
+1,386
| +26% | +$116K | 0.37% | 63 |
|
|
2017
Q2 | $446K | Sell |
5,334
-72
| -1% | -$6.02K | 0.31% | 69 |
|
|
2017
Q1 | $443K | Sell |
5,406
-552
| -9% | -$45.2K | 0.33% | 68 |
|
|
2016
Q4 | $462K | Buy |
+5,958
| New | +$462K | 0.39% | 69 |
|