Leo Brokerage’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.93M | Buy |
21,485
+5,609
| +35% | +$503K | 0.22% | 78 |
|
|
2023
Q1 | $1.53M | Buy |
+15,876
| New | +$1.53M | 0.23% | 87 |
|
|
2022
Q2 | $433K | Sell |
4,042
-1,914
| -32% | -$205K | 0.12% | 116 |
|
|
2022
Q1 | $665K | Buy |
+5,956
| New | +$665K | 0.11% | 126 |
|
|
2021
Q3 | $279K | Buy |
2,859
+145
| +5% | +$14.2K | 0.05% | 150 |
|
|
2021
Q2 | $268K | Sell |
2,714
-33
| -1% | -$3.26K | 0.05% | 154 |
|
|
2021
Q1 | $265K | Sell |
2,747
-274
| -9% | -$26.4K | 0.08% | 154 |
|
|
2020
Q4 | $277K | Buy |
3,021
+141
| +5% | +$12.9K | 0.09% | 140 |
|
|
2020
Q3 | $230K | Buy |
+2,880
| New | +$230K | 0.1% | 109 |
|