Kelly Financial Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-570
| Closed | -$57.1K | – | 276 |
|
|
2024
Q2 | $57.1K | Buy |
570
+68
| +14% | +$6.81K | 0.02% | 212 |
|
|
2024
Q1 | $48.6K | Buy |
502
+4
| +0.8% | +$387 | 0.02% | 222 |
|
|
2023
Q4 | $48.3K | Sell |
498
-2
| -0.4% | -$194 | 0.02% | 206 |
|
|
2023
Q3 | $44.1K | Sell |
500
-33
| -6% | -$2.91K | 0.02% | 198 |
|
|
2023
Q2 | $47.9K | Buy |
533
+59
| +12% | +$5.3K | 0.02% | 194 |
|
|
2023
Q1 | $45.7K | Buy |
474
+28
| +6% | +$2.7K | 0.02% | 192 |
|
|
2022
Q4 | $45.9K | Buy |
446
+3
| +0.7% | +$309 | 0.02% | 184 |
|
|
2022
Q3 | $41.2K | Buy |
443
+3
| +0.7% | +$279 | 0.02% | 172 |
|
|
2022
Q2 | $47.2K | Sell |
440
-12
| -3% | -$1.29K | 0.02% | 168 |
|
|
2022
Q1 | $50.5K | Buy |
452
+2
| +0.4% | +$224 | 0.02% | 176 |
|
|
2021
Q4 | $47.2K | Buy |
450
+3
| +0.7% | +$314 | 0.02% | 183 |
|
|
2021
Q3 | $43.6K | Sell |
447
-43,394
| -99% | -$4.23M | 0.02% | 175 |
|
|
2021
Q2 | $444K | Buy |
43,841
+43,400
| +9,841% | +$440K | 0.02% | 197 |
|
|
2021
Q1 | $42.6K | Buy |
441
+1
| +0.2% | +$97 | 0.03% | 142 |
|
|
2020
Q4 | $40.3K | Buy |
440
+13
| +3% | +$1.19K | 0.03% | 133 |
|
|
2020
Q3 | $37.9K | Buy |
427
+3
| +0.7% | +$266 | 0.03% | 118 |
|
|
2020
Q2 | $33.9K | Buy |
424
+2
| +0.5% | +$160 | 0.03% | 117 |
|
|
2020
Q1 | $34.1K | Buy |
422
+3
| +0.7% | +$242 | 0.04% | 103 |
|
|
2019
Q4 | $38.2K | Buy |
419
+36
| +9% | +$3.28K | 0.03% | 105 |
|
|
2019
Q3 | $36.7K | Buy |
383
+2
| +0.5% | +$192 | 0.03% | 103 |
|
|
2019
Q2 | $33.6K | Buy |
381
+3
| +0.8% | +$264 | 0.03% | 109 |
|
|
2019
Q1 | $34K | Buy |
+378
| New | +$34K | 0.04% | 106 |
|