Lockerman Financial Group’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 | $286K | Hold |
2,422
| – | – | 0.38% | 92 |
|
|
2025
Q1 | $295K | Buy |
2,422
+22
| +0.9% | +$2.68K | 0.45% | 77 |
|
|
2024
Q4 | $259K | Hold |
2,400
| – | – | 0.44% | 81 |
|
|
2024
Q3 | $277K | Sell |
2,400
-23
| -0.9% | -$2.65K | 0.47% | 81 |
|
|
2024
Q2 | $243K | Sell |
2,423
-3
| -0.1% | -$301 | 0.44% | 89 |
|
|
2024
Q1 | $235K | Sell |
2,426
-2
| -0.1% | -$193 | 0.45% | 86 |
|
|
2023
Q4 | $236K | Buy |
+2,428
| New | +$236K | 0.54% | 70 |
|
|
2023
Q3 | – | Sell |
-2,270
| Closed | -$204K | – | 82 |
|
|
2023
Q2 | $204K | Buy |
2,270
+1
| +0% | +$90 | 0.57% | 68 |
|
|
2023
Q1 | $219K | Hold |
2,269
| – | – | 0.6% | 66 |
|
|
2022
Q4 | $234K | Sell |
2,269
-49
| -2% | -$5.05K | 0.68% | 57 |
|
|
2022
Q3 | $216K | Sell |
2,318
-43
| -2% | -$4.01K | 0.62% | 56 |
|
|
2022
Q2 | $253K | Buy |
2,361
+401
| +20% | +$43K | 0.81% | 44 |
|
|
2022
Q1 | $219K | Hold |
1,960
| – | – | 0.59% | 65 |
|
|
2021
Q4 | $206K | Buy |
+1,960
| New | +$206K | 0.54% | 62 |
|