Little House Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,990
| Closed | -$1.5M | – | 116 |
|
|
2024
Q3 | $1.5M | Sell |
12,990
-1,224
| -9% | -$141K | 0.43% | 59 |
|
|
2024
Q2 | $1.42M | Buy |
14,214
+78
| +0.6% | +$7.82K | 0.45% | 56 |
|
|
2024
Q1 | $1.37M | Sell |
14,136
-1,453
| -9% | -$141K | 0.45% | 57 |
|
|
2023
Q4 | $1.51M | Buy |
15,589
+6,194
| +66% | +$601K | 0.55% | 48 |
|
|
2023
Q3 | $829K | Buy |
9,395
+543
| +6% | +$47.9K | 0.34% | 78 |
|
|
2023
Q2 | $794K | Buy |
8,852
+226
| +3% | +$20.3K | 0.34% | 81 |
|
|
2023
Q1 | $832K | Buy |
+8,626
| New | +$832K | 0.39% | 72 |
|