Parkside Financial Bank & Trust’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
$703K Buy
5,958
+127
+2% +$15K 0.08% 191
2025
Q1
$711K Sell
5,831
-216
-4% -$26.3K 0.09% 168
2024
Q4
$652K Buy
6,047
+10
+0.2% +$1.08K 0.09% 173
2024
Q3
$696K Buy
6,037
+405
+7% +$46.7K 0.1% 155
2024
Q2
$564K Sell
5,632
-66
-1% -$6.62K 0.09% 170
2024
Q1
$551K Buy
5,698
+359
+7% +$34.7K 0.09% 172
2023
Q4
$518K Buy
5,339
+1,012
+23% +$98.2K 0.09% 166
2023
Q3
$382K Buy
4,327
+159
+4% +$14K 0.09% 167
2023
Q2
$374K Buy
4,168
+4
+0.1% +$359 0.09% 173
2023
Q1
$402K Buy
4,164
+280
+7% +$27K 0.11% 148
2022
Q4
$400K Buy
3,884
+253
+7% +$26.1K 0.12% 144
2022
Q3
$338K Buy
3,631
+250
+7% +$23.3K 0.11% 148
2022
Q2
$363K Buy
3,381
+46
+1% +$4.94K 0.11% 149
2022
Q1
$373K Buy
3,335
+240
+8% +$26.8K 0.1% 149
2021
Q4
$325K Sell
3,095
-361
-10% -$37.9K 0.08% 173
2021
Q3
$338K Sell
3,456
-345
-9% -$33.7K 0.1% 139
2021
Q2
$375K Sell
3,801
-67
-2% -$6.61K 0.11% 133
2021
Q1
$374K Sell
3,868
-178
-4% -$17.2K 0.11% 135
2020
Q4
$370K Buy
4,046
+1,153
+40% +$105K 0.12% 131
2020
Q3
$256K Sell
2,893
-783
-21% -$69.3K 0.09% 148
2020
Q2
$293K Buy
3,676
+572
+18% +$45.6K 0.1% 151
2020
Q1
$251K Sell
3,104
-407
-12% -$32.9K 0.1% 151
2019
Q4
$320K Buy
3,511
+723
+26% +$65.9K 0.09% 149
2019
Q3
$267K Sell
2,788
-166
-6% -$15.9K 0.09% 158
2019
Q2
$261K Buy
2,954
+263
+10% +$23.2K 0.08% 161
2019
Q1
$243K Buy
2,691
+81
+3% +$7.31K 0.08% 163
2018
Q4
$225K Buy
2,610
+180
+7% +$15.5K 0.08% 155
2018
Q3
$195K Sell
2,430
-19
-0.8% -$1.53K 0.07% 177
2018
Q2
$194K Buy
2,449
+34
+1% +$2.69K 0.07% 174
2018
Q1
$187K Buy
2,415
+207
+9% +$16K 0.07% 172
2017
Q4
$185K Buy
2,208
+30
+1% +$2.51K 0.07% 172
2017
Q3
$182K Hold
2,178
0.07% 162
2017
Q2
$182K Buy
2,178
+1,918
+738% +$160K 0.07% 153
2017
Q1
$22K Sell
260
-490
-65% -$41.5K 0.01% 499
2016
Q4
$58K Sell
750
-325
-30% -$25.1K 0.03% 306
2016
Q3
$86K Buy
1,075
+23
+2% +$1.84K 0.04% 258
2016
Q2
$90K Buy
1,052
+378
+56% +$32.3K 0.04% 238
2016
Q1
$54K Buy
674
+33
+5% +$2.64K 0.03% 312
2015
Q4
$46K Buy
641
+19
+3% +$1.36K 0.02% 340
2015
Q3
$44K Buy
+622
New +$44K 0.03% 328