Lloyd Advisory Services’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 | $291K | Sell |
2,468
-5
| -0.2% | -$590 | 0.14% | 71 |
|
|
2025
Q1 | $302K | Sell |
2,473
-157
| -6% | -$19.2K | 0.15% | 69 |
|
|
2024
Q4 | $283K | Sell |
2,630
-133
| -5% | -$14.3K | 0.13% | 75 |
|
|
2024
Q3 | $319K | Sell |
2,763
-918
| -25% | -$106K | 0.15% | 78 |
|
|
2024
Q2 | $369K | Buy |
+3,681
| New | +$369K | 0.17% | 61 |
|
|
2023
Q4 | – | Sell |
-2,578
| Closed | -$228K | – | 201 |
|
|
2023
Q3 | $228K | Buy |
+2,578
| New | +$228K | 0.07% | 220 |
|
|
2022
Q2 | – | Sell |
-2,935
| Closed | -$328K | – | 201 |
|
|
2022
Q1 | $328K | Buy |
2,935
+8
| +0.3% | +$894 | 0.15% | 63 |
|
|
2021
Q4 | $307K | Buy |
2,927
+22
| +0.8% | +$2.31K | 0.14% | 59 |
|
|
2021
Q3 | $283K | Sell |
2,905
-7
| -0.2% | -$682 | 0.15% | 54 |
|
|
2021
Q2 | $287K | Buy |
2,912
+8
| +0.3% | +$788 | 0.15% | 55 |
|
|
2021
Q1 | $280K | Buy |
2,904
+25
| +0.9% | +$2.41K | 0.15% | 47 |
|
|
2020
Q4 | $264K | Sell |
2,879
-423
| -13% | -$38.8K | 0.14% | 43 |
|
|
2020
Q3 | $292K | Sell |
3,302
-311
| -9% | -$27.5K | 0.18% | 33 |
|
|
2020
Q2 | $289K | Sell |
3,613
-212
| -6% | -$17K | 0.18% | 39 |
|
|
2020
Q1 | $309K | Sell |
3,825
-1,008
| -21% | -$81.4K | 0.23% | 35 |
|
|
2019
Q4 | $441K | Buy |
+4,833
| New | +$441K | 0.4% | 29 |
|