Lido 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 | $5.41M | Buy |
45,835
+7,918
| +21% | +$934K | 0.02% | 333 |
|
|
2025
Q1 | $4.62M | Buy |
37,917
+4,781
| +14% | +$583K | 0.02% | 341 |
|
|
2024
Q4 | $3.57M | Buy |
33,136
+2,223
| +7% | +$240K | 0.02% | 370 |
|
|
2024
Q3 | $3.56M | Buy |
30,913
+1,682
| +6% | +$194K | 0.02% | 328 |
|
|
2024
Q2 | $2.93M | Buy |
29,231
+3,193
| +12% | +$320K | 0.02% | 350 |
|
|
2024
Q1 | $2.52M | Sell |
26,038
-737
| -3% | -$71.3K | 0.01% | 364 |
|
|
2023
Q4 | $2.6M | Sell |
26,775
-2,606
| -9% | -$253K | 0.02% | 344 |
|
|
2023
Q3 | $2.59M | Sell |
29,381
-2,144
| -7% | -$189K | 0.02% | 310 |
|
|
2023
Q2 | $2.83M | Buy |
31,525
+763
| +2% | +$68.5K | 0.02% | 289 |
|
|
2023
Q1 | $2.97M | Buy |
30,762
+3,694
| +14% | +$356K | 0.03% | 259 |
|
|
2022
Q4 | $2.79M | Buy |
27,068
+1,919
| +8% | +$198K | 0.03% | 224 |
|
|
2022
Q3 | $2.34M | Buy |
25,149
+215
| +0.9% | +$20K | 0.03% | 214 |
|
|
2022
Q2 | $2.67M | Buy |
24,934
+342
| +1% | +$36.7K | 0.04% | 178 |
|
|
2022
Q1 | $2.75M | Buy |
24,592
+284
| +1% | +$31.7K | 0.03% | 201 |
|
|
2021
Q4 | $2.55M | Buy |
24,308
+222
| +0.9% | +$23.3K | 0.03% | 212 |
|
|
2021
Q3 | $2.35M | Buy |
24,086
+5,167
| +27% | +$504K | 0.03% | 223 |
|
|
2021
Q2 | $1.87M | Buy |
18,919
+4,615
| +32% | +$456K | 0.03% | 240 |
|
|
2021
Q1 | $1.38M | Buy |
14,304
+190
| +1% | +$18.3K | 0.02% | 257 |
|
|
2020
Q4 | $1.29M | Sell |
14,114
-2,574
| -15% | -$236K | 0.03% | 249 |
|
|
2020
Q3 | $1.48M | Buy |
16,688
+1,872
| +13% | +$166K | 0.04% | 179 |
|
|
2020
Q2 | $1.18M | Sell |
14,816
-1,682
| -10% | -$134K | 0.04% | 195 |
|
|
2020
Q1 | $1.33M | Sell |
16,498
-372
| -2% | -$30.1K | 0.06% | 163 |
|
|
2019
Q4 | $1.54M | Buy |
16,870
+1,428
| +9% | +$130K | 0.06% | 169 |
|
|
2019
Q3 | $1.48M | Buy |
15,442
+1,663
| +12% | +$159K | 0.07% | 134 |
|
|
2019
Q2 | $1.22M | Buy |
13,779
+190
| +1% | +$16.8K | 0.07% | 137 |
|
|
2019
Q1 | $1.22M | Buy |
13,589
+3,679
| +37% | +$331K | 0.08% | 137 |
|
|
2018
Q4 | $855K | Buy |
9,910
+413
| +4% | +$35.6K | 0.08% | 130 |
|
|
2018
Q3 | $760K | Buy |
9,497
+637
| +7% | +$51K | 0.07% | 155 |
|
|
2018
Q2 | $700K | Buy |
8,860
+585
| +7% | +$46.2K | 0.08% | 146 |
|
|
2018
Q1 | $641K | Buy |
8,275
+2,111
| +34% | +$164K | 0.09% | 142 |
|
|
2017
Q4 | $518K | Buy |
6,164
+23
| +0.4% | +$1.93K | 0.07% | 135 |
|
|
2017
Q3 | $542K | Buy |
6,141
+1,144
| +23% | +$101K | 0.09% | 131 |
|
|
2017
Q2 | $418K | Sell |
4,997
-31
| -0.6% | -$2.59K | 0.09% | 132 |
|
|
2017
Q1 | $417K | Sell |
5,028
-2,972
| -37% | -$246K | 0.12% | 115 |
|
|
2016
Q4 | $621K | Buy |
8,000
+2,174
| +37% | +$169K | 0.15% | 74 |
|
|
2016
Q3 | $466K | Buy |
5,826
+2,884
| +98% | +$231K | 0.14% | 72 |
|
|
2016
Q2 | $252K | Buy |
+2,942
| New | +$252K | 0.08% | 127 |
|