Lipe & Dalton’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 | $29K | Sell |
243
-100
| -29% | -$11.9K | 0.02% | 86 |
|
|
2025
Q1 | $42K | Hold |
343
| – | – | 0.02% | 84 |
|
|
2024
Q4 | $37K | Hold |
343
| – | – | 0.02% | 88 |
|
|
2024
Q3 | $40K | Hold |
343
| – | – | 0.02% | 96 |
|
|
2024
Q2 | $34K | Hold |
343
| – | – | 0.02% | 95 |
|
|
2024
Q1 | $33K | Hold |
343
| – | – | 0.02% | 99 |
|
|
2023
Q4 | $33K | Hold |
343
| – | – | 0.02% | 96 |
|
|
2023
Q3 | $30K | Hold |
343
| – | – | 0.02% | 94 |
|
|
2023
Q2 | $31K | Hold |
343
| – | – | 0.02% | 96 |
|
|
2023
Q1 | $33K | Hold |
343
| – | – | 0.02% | 94 |
|
|
2022
Q4 | $35K | Buy |
343
+100
| +41% | +$10.2K | 0.02% | 93 |
|
|
2022
Q3 | $23K | Hold |
243
| – | – | 0.01% | 98 |
|
|
2022
Q2 | $26K | Hold |
243
| – | – | 0.02% | 94 |
|
|
2022
Q1 | $27K | Sell |
243
-208
| -46% | -$23.1K | 0.01% | 100 |
|
|
2021
Q4 | $47K | Buy |
451
+208
| +86% | +$21.7K | 0.02% | 98 |
|
|
2021
Q3 | $24K | Hold |
243
| – | – | 0.01% | 101 |
|
|
2021
Q2 | $24K | Hold |
243
| – | – | 0.01% | 104 |
|
|
2021
Q1 | $23K | Hold |
243
| – | – | 0.01% | 98 |
|
|
2020
Q4 | $22K | Buy |
+243
| New | +$22K | 0.01% | 95 |
|
|
2020
Q2 | – | Sell |
-243
| Closed | -$20K | – | 100 |
|
|
2020
Q1 | $20K | Hold |
243
| – | – | 0.02% | 92 |
|
|
2019
Q4 | $22K | Hold |
243
| – | – | 0.01% | 100 |
|
|
2019
Q3 | $23K | Hold |
243
| – | – | 0.02% | 100 |
|
|
2019
Q2 | $21K | Buy |
+243
| New | +$21K | 0.02% | 95 |
|