Kovack Advisors’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 | $980K | Sell |
8,308
-114
| -1% | -$13.5K | 0.1% | 201 |
|
|
2025
Q1 | $1.03M | Sell |
8,422
-608
| -7% | -$74.2K | 0.11% | 172 |
|
|
2024
Q4 | $973K | Buy |
9,030
+631
| +8% | +$68K | 0.1% | 174 |
|
|
2024
Q3 | $968K | Sell |
8,399
-582
| -6% | -$67.1K | 0.1% | 166 |
|
|
2024
Q2 | $900K | Buy |
8,981
+298
| +3% | +$29.9K | 0.1% | 179 |
|
|
2024
Q1 | $840K | Buy |
8,683
+1,543
| +22% | +$149K | 0.1% | 167 |
|
|
2023
Q4 | $693K | Sell |
7,140
-69
| -1% | -$6.7K | 0.08% | 231 |
|
|
2023
Q3 | $636K | Sell |
7,209
-333
| -4% | -$29.4K | 0.09% | 215 |
|
|
2023
Q2 | $677K | Buy |
7,542
+291
| +4% | +$26.1K | 0.09% | 223 |
|
|
2023
Q1 | $700K | Buy |
7,251
+103
| +1% | +$9.94K | 0.1% | 212 |
|
|
2022
Q4 | $736K | Buy |
7,148
+1,555
| +28% | +$160K | 0.11% | 204 |
|
|
2022
Q3 | $520K | Sell |
5,593
-840
| -13% | -$78.1K | 0.08% | 272 |
|
|
2022
Q2 | $690K | Sell |
6,433
-130
| -2% | -$13.9K | 0.09% | 239 |
|
|
2022
Q1 | $732K | Buy |
6,563
+110
| +2% | +$12.3K | 0.08% | 286 |
|
|
2021
Q4 | $677K | Sell |
6,453
-30
| -0.5% | -$3.15K | 0.07% | 311 |
|
|
2021
Q3 | $633K | Buy |
6,483
+80
| +1% | +$7.81K | 0.07% | 318 |
|
|
2021
Q2 | $632K | Buy |
6,403
+361
| +6% | +$35.6K | 0.07% | 296 |
|
|
2021
Q1 | $583K | Buy |
6,042
+1,205
| +25% | +$116K | 0.08% | 281 |
|
|
2020
Q4 | $443K | Buy |
4,837
+18
| +0.4% | +$1.65K | 0.06% | 308 |
|
|
2020
Q3 | $427K | Buy |
4,819
+483
| +11% | +$42.8K | 0.08% | 259 |
|
|
2020
Q2 | $346K | Buy |
4,336
+378
| +10% | +$30.2K | 0.07% | 289 |
|
|
2020
Q1 | $320K | Buy |
3,958
+79
| +2% | +$6.39K | 0.07% | 273 |
|
|
2019
Q4 | $354K | Buy |
3,879
+797
| +26% | +$72.7K | 0.06% | 327 |
|
|
2019
Q3 | $295K | Buy |
3,082
+603
| +24% | +$57.7K | 0.06% | 339 |
|
|
2019
Q2 | $219K | Sell |
2,479
-75
| -3% | -$6.63K | 0.05% | 376 |
|
|
2019
Q1 | $230K | Sell |
2,554
-438
| -15% | -$39.4K | 0.06% | 349 |
|
|
2018
Q4 | $258K | Sell |
2,992
-255
| -8% | -$22K | 0.08% | 293 |
|
|
2018
Q3 | $260K | Sell |
3,247
-781
| -19% | -$62.5K | 0.07% | 327 |
|
|
2018
Q2 | $319K | Sell |
4,028
-944
| -19% | -$74.8K | 0.09% | 258 |
|
|
2018
Q1 | $385K | Buy |
4,972
+1,387
| +39% | +$107K | 0.1% | 241 |
|
|
2017
Q4 | $302K | Sell |
3,585
-566
| -14% | -$47.7K | 0.08% | 304 |
|
|
2017
Q3 | $348K | Sell |
4,151
-353
| -8% | -$29.6K | 0.12% | 206 |
|
|
2017
Q2 | $377K | Buy |
+4,504
| New | +$377K | 0.12% | 202 |
|