MGO One Seven’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 | $3.01M | Buy |
25,541
+508
| +2% | +$59.9K | 0.1% | 239 |
|
2025
Q1 | $3.05M | Sell |
25,033
-639
| -2% | -$77.9K | 0.12% | 188 |
|
2024
Q4 | $2.77M | Sell |
25,672
-1,992
| -7% | -$215K | 0.11% | 215 |
|
2024
Q3 | $3.19M | Buy |
27,664
+3,569
| +15% | +$412K | 0.14% | 173 |
|
2024
Q2 | $2.42M | Sell |
24,095
-211
| -0.9% | -$21.1K | 0.11% | 197 |
|
2024
Q1 | $2.35M | Sell |
24,306
-2,627
| -10% | -$254K | 0.12% | 190 |
|
2023
Q4 | $2.61M | Sell |
26,933
-2,230
| -8% | -$216K | 0.15% | 164 |
|
2023
Q3 | $2.57M | Buy |
29,163
+831
| +3% | +$73.3K | 0.2% | 117 |
|
2023
Q2 | $2.54M | Sell |
28,332
-11,493
| -29% | -$1.03M | 0.23% | 104 |
|
2023
Q1 | $3.84M | Buy |
39,825
+12,324
| +45% | +$1.19M | 0.24% | 110 |
|
2022
Q4 | $2.83M | Buy |
27,501
+808
| +3% | +$83.2K | 0.28% | 84 |
|
2022
Q3 | $7.63K | Buy |
26,693
+5,424
| +26% | +$1.55K | 0.3% | 53 |
|
2022
Q2 | $2.28M | Sell |
21,269
-600
| -3% | -$64.3K | 0.31% | 75 |
|
2022
Q1 | $2.44M | Buy |
21,869
+241
| +1% | +$26.9K | 0.26% | 94 |
|
2021
Q4 | $2.27M | Buy |
21,628
+7,519
| +53% | +$789K | 0.24% | 104 |
|
2021
Q3 | $1.44M | Buy |
14,109
+182
| +1% | +$18.6K | 0.18% | 143 |
|
2021
Q2 | $1.38M | Buy |
13,927
+2,840
| +26% | +$280K | 0.19% | 139 |
|
2021
Q1 | $1.07M | Buy |
11,087
+355
| +3% | +$34.3K | 0.18% | 138 |
|
2020
Q4 | $983K | Buy |
10,732
+2,481
| +30% | +$227K | 0.2% | 129 |
|
2020
Q3 | $731K | Sell |
8,251
-913
| -10% | -$80.9K | 0.17% | 153 |
|
2020
Q2 | $732K | Sell |
9,164
-384
| -4% | -$30.7K | 0.19% | 141 |
|
2020
Q1 | $772K | Buy |
9,548
+5,655
| +145% | +$457K | 0.26% | 99 |
|
2019
Q4 | $355K | Buy |
3,893
+407
| +12% | +$37.1K | 0.09% | 295 |
|
2019
Q3 | $334K | Buy |
3,486
+229
| +7% | +$21.9K | 0.1% | 279 |
|
2019
Q2 | $287K | Sell |
3,257
-529
| -14% | -$46.6K | 0.09% | 288 |
|
2019
Q1 | $340K | Buy |
3,786
+458
| +14% | +$41.1K | 0.11% | 249 |
|
2018
Q4 | $286K | Buy |
3,328
+656
| +25% | +$56.4K | 0.12% | 186 |
|
2018
Q3 | $213K | Buy |
+2,672
| New | +$213K | 0.1% | 300 |
|
2018
Q1 | $134K | Buy |
1,724
+2
| +0.1% | +$155 | 0.06% | 355 |
|
2017
Q4 | $145K | Buy |
+1,722
| New | +$145K | 0.07% | 338 |
|