Keystone Financial Group (Kentucky)’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 | $1.27M | Buy |
10,798
+300
| +3% | +$35.4K | 0.12% | 127 |
|
|
2025
Q1 | $1.28M | Buy |
10,498
+171
| +2% | +$20.9K | 0.13% | 114 |
|
|
2024
Q4 | $1.11M | Sell |
10,327
-5
| -0% | -$539 | 0.11% | 128 |
|
|
2024
Q3 | $1.19M | Buy |
10,332
+677
| +7% | +$78.1K | 0.15% | 102 |
|
|
2024
Q2 | $968K | Buy |
9,655
+356
| +4% | +$35.7K | 0.35% | 48 |
|
|
2024
Q1 | $899K | Buy |
9,299
+1,408
| +18% | +$136K | 0.13% | 117 |
|
|
2023
Q4 | $766K | Sell |
7,891
-263
| -3% | -$25.5K | 0.13% | 121 |
|
|
2023
Q3 | $720K | Buy |
8,154
+103
| +1% | +$9.09K | 0.12% | 122 |
|
|
2023
Q2 | $723K | Buy |
+8,051
| New | +$723K | 0.12% | 122 |
|
|
2022
Q4 | $825K | Buy |
8,006
+71
| +0.9% | +$7.31K | 0.16% | 105 |
|
|
2022
Q3 | $738K | Buy |
7,935
+962
| +14% | +$89.5K | 0.15% | 116 |
|
|
2022
Q2 | $748K | Buy |
6,973
+14
| +0.2% | +$1.5K | 0.15% | 117 |
|
|
2022
Q1 | $777K | Buy |
6,959
+357
| +5% | +$39.9K | 0.13% | 122 |
|
|
2021
Q4 | $693K | Sell |
6,602
-77
| -1% | -$8.08K | 0.11% | 134 |
|
|
2021
Q3 | $652K | Sell |
6,679
-52
| -0.8% | -$5.08K | 0.12% | 138 |
|
|
2021
Q2 | $664K | Buy |
6,731
+137
| +2% | +$13.5K | 0.12% | 140 |
|
|
2021
Q1 | $637K | Buy |
6,594
+1,717
| +35% | +$166K | 0.12% | 138 |
|
|
2020
Q4 | $447K | Buy |
4,877
+203
| +4% | +$18.6K | 0.09% | 147 |
|
|
2020
Q3 | $414K | Buy |
4,674
+10
| +0.2% | +$886 | 0.1% | 147 |
|
|
2020
Q2 | $373K | Sell |
4,664
-222
| -5% | -$17.8K | 0.1% | 150 |
|
|
2020
Q1 | $395K | Buy |
4,886
+1,495
| +44% | +$121K | 0.13% | 128 |
|
|
2019
Q4 | $309K | Buy |
3,391
+4
| +0.1% | +$364 | 0.08% | 174 |
|
|
2019
Q3 | $325K | Buy |
3,387
+4
| +0.1% | +$384 | 0.1% | 162 |
|
|
2019
Q2 | $299K | Sell |
3,383
-140
| -4% | -$12.4K | 0.1% | 161 |
|
|
2019
Q1 | $317K | Buy |
3,523
+317
| +10% | +$28.5K | 0.11% | 156 |
|
|
2018
Q4 | $277K | Sell |
3,206
-371
| -10% | -$32.1K | 0.13% | 143 |
|
|
2018
Q3 | $285K | Sell |
3,577
-350
| -9% | -$27.9K | 0.12% | 151 |
|
|
2018
Q2 | $313K | Buy |
3,927
+42
| +1% | +$3.35K | 0.17% | 114 |
|
|
2018
Q1 | $300K | Buy |
3,885
+515
| +15% | +$39.8K | 0.17% | 112 |
|
|
2017
Q4 | $277K | Buy |
+3,370
| New | +$277K | 0.17% | 94 |
|