Oxford 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 | – | Sell |
-1,672
| Closed | -$204K | – | 263 |
|
|
2025
Q1 | $204K | Buy |
+1,672
| New | +$204K | 0.01% | 207 |
|
|
2024
Q4 | – | Sell |
-2,078
| Closed | -$240K | – | 307 |
|
|
2024
Q3 | $240K | Sell |
2,078
-804
| -28% | -$92.7K | 0.02% | 221 |
|
|
2024
Q2 | $289K | Buy |
+2,882
| New | +$289K | 0.02% | 222 |
|
|
2022
Q3 | – | Sell |
-2,034
| Closed | -$218K | – | 251 |
|
|
2022
Q2 | $218K | Buy |
2,034
+101
| +5% | +$10.8K | 0.03% | 178 |
|
|
2022
Q1 | $216K | Hold |
1,933
| – | – | 0.03% | 182 |
|
|
2021
Q4 | $203K | Buy |
+1,933
| New | +$203K | 0.02% | 197 |
|