Outfitter Financial’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
$1.3M Buy
11,000
+1,560
+17% +$184K 1.11% 35
2025
Q1
$1.15M Sell
9,440
-185
-2% -$22.6K 1.04% 38
2024
Q4
$1.04M Buy
9,625
+375
+4% +$40.4K 0.83% 43
2024
Q3
$1.07M Sell
9,250
-250
-3% -$28.8K 0.88% 45
2024
Q2
$952K Buy
9,500
+535
+6% +$53.6K 0.79% 44
2024
Q1
$867K Buy
+8,965
New +$867K 0.71% 50
2022
Q1
Sell
-600
Closed -$63K 127
2021
Q4
$63K Buy
+600
New +$63K 0.05% 113