Lindbrook Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $395K | Buy |
3,240
+40
| +1% | +$4.88K | 0.04% | 262 |
|
|
2024
Q4 | $345K | Buy |
3,200
+110
| +4% | +$11.9K | 0.03% | 282 |
|
|
2024
Q3 | $356K | Buy |
3,090
+51
| +2% | +$5.88K | 0.03% | 275 |
|
|
2024
Q2 | $305K | Buy |
3,039
+966
| +47% | +$96.8K | 0.03% | 285 |
|
|
2024
Q1 | $200K | Sell |
2,073
-302
| -13% | -$29.2K | 0.02% | 359 |
|
|
2023
Q4 | $230K | Buy |
2,375
+273
| +13% | +$26.5K | 0.02% | 321 |
|
|
2023
Q3 | $186K | Buy |
2,102
+542
| +35% | +$47.8K | 0.02% | 334 |
|
|
2023
Q2 | $140K | Sell |
1,560
-468
| -23% | -$42K | 0.01% | 407 |
|
|
2023
Q1 | $196K | Sell |
2,028
-355
| -15% | -$34.2K | 0.02% | 317 |
|
|
2022
Q4 | $245K | Buy |
2,383
+379
| +19% | +$39K | 0.03% | 288 |
|
|
2022
Q3 | $186K | Buy |
2,004
+54
| +3% | +$5.01K | 0.03% | 276 |
|
|
2022
Q2 | $209K | Buy |
1,950
+217
| +13% | +$23.3K | 0.03% | 276 |
|
|
2022
Q1 | $194K | Buy |
1,733
+70
| +4% | +$7.84K | 0.03% | 295 |
|
|
2021
Q4 | $174K | Buy |
1,663
+779
| +88% | +$81.5K | 0.03% | 339 |
|
|
2021
Q3 | $86K | Buy |
884
+34
| +4% | +$3.31K | 0.02% | 297 |
|
|
2021
Q2 | $84K | Buy |
850
+27
| +3% | +$2.67K | 0.02% | 331 |
|
|
2021
Q1 | $79K | Buy |
823
+77
| +10% | +$7.39K | 0.02% | 317 |
|
|
2020
Q4 | $68K | Buy |
746
+100
| +15% | +$9.12K | 0.02% | 318 |
|
|
2020
Q3 | $57K | Sell |
646
-71
| -10% | -$6.27K | 0.02% | 326 |
|
|
2020
Q2 | $57K | Sell |
717
-97
| -12% | -$7.71K | 0.02% | 334 |
|
|
2020
Q1 | $66K | Sell |
814
-64
| -7% | -$5.19K | 0.02% | 255 |
|
|
2019
Q4 | $80K | Buy |
878
+35
| +4% | +$3.19K | 0.03% | 296 |
|
|
2019
Q3 | $81K | Sell |
843
-41
| -5% | -$3.94K | 0.03% | 281 |
|
|
2019
Q2 | $78K | Hold |
884
| – | – | 0.03% | 284 |
|
|
2019
Q1 | $79K | Hold |
884
| – | – | 0.03% | 269 |
|
|
2018
Q4 | $76K | Buy |
+884
| New | +$76K | 0.04% | 239 |
|