Patriot Financial Group Insurance Agency’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 | $1.03M | Buy |
8,745
+371
| +4% | +$43.8K | 0.12% | 203 |
|
|
2025
Q1 | $1.02M | Sell |
8,374
-468
| -5% | -$57.1K | 0.14% | 186 |
|
|
2024
Q4 | $953K | Buy |
8,842
+347
| +4% | +$37.4K | 0.13% | 183 |
|
|
2024
Q3 | $979K | Buy |
8,495
+187
| +2% | +$21.6K | 0.13% | 187 |
|
|
2024
Q2 | $833K | Buy |
8,308
+175
| +2% | +$17.5K | 0.12% | 188 |
|
|
2024
Q1 | $787K | Buy |
8,133
+439
| +6% | +$42.5K | 0.13% | 183 |
|
|
2023
Q4 | $747K | Buy |
7,694
+380
| +5% | +$36.9K | 0.14% | 172 |
|
|
2023
Q3 | $646K | Buy |
7,314
+133
| +2% | +$11.7K | 0.13% | 185 |
|
|
2023
Q2 | $644K | Buy |
7,181
+469
| +7% | +$42.1K | 0.12% | 197 |
|
|
2023
Q1 | $647K | Buy |
6,712
+521
| +8% | +$50.3K | 0.13% | 177 |
|
|
2022
Q4 | $638K | Buy |
6,191
+459
| +8% | +$47.3K | 0.09% | 164 |
|
|
2022
Q3 | $533K | Sell |
5,732
-29
| -0.5% | -$2.7K | 0.13% | 187 |
|
|
2022
Q2 | $618K | Buy |
5,761
+730
| +15% | +$78.3K | 0.13% | 170 |
|
|
2022
Q1 | $562K | Buy |
5,031
+308
| +7% | +$34.4K | 0.1% | 217 |
|
|
2021
Q4 | $495K | Sell |
4,723
-116
| -2% | -$12.2K | 0.08% | 246 |
|
|
2021
Q3 | $472K | Buy |
4,839
+563
| +13% | +$54.9K | 0.08% | 247 |
|
|
2021
Q2 | $422K | Buy |
4,276
+655
| +18% | +$64.6K | 0.08% | 265 |
|
|
2021
Q1 | $349K | Buy |
3,621
+469
| +15% | +$45.2K | 0.08% | 257 |
|
|
2020
Q4 | $289K | Buy |
3,152
+1,014
| +47% | +$93K | 0.07% | 264 |
|
|
2020
Q3 | $189K | Buy |
2,138
+449
| +27% | +$39.7K | 0.06% | 273 |
|
|
2020
Q2 | $135K | Buy |
1,689
+463
| +38% | +$37K | 0.05% | 287 |
|
|
2020
Q1 | $99K | Buy |
1,226
+244
| +25% | +$19.7K | 0.05% | 321 |
|
|
2019
Q4 | $90K | Buy |
982
+110
| +13% | +$10.1K | 0.03% | 361 |
|
|
2019
Q3 | $84K | Sell |
872
-38
| -4% | -$3.66K | 0.04% | 341 |
|
|
2019
Q2 | $81K | Buy |
910
+23
| +3% | +$2.05K | 0.03% | 352 |
|
|
2019
Q1 | $80K | Buy |
887
+423
| +91% | +$38.2K | 0.04% | 314 |
|
|
2018
Q4 | $40K | Sell |
464
-47
| -9% | -$4.05K | 0.03% | 361 |
|
|
2018
Q3 | $41K | Buy |
511
+401
| +365% | +$32.2K | 0.02% | 340 |
|
|
2018
Q2 | $9K | Sell |
110
-552
| -83% | -$45.2K | 0.01% | 407 |
|
|
2018
Q1 | $51K | Buy |
662
+1
| +0.2% | +$77 | 0.04% | 306 |
|
|
2017
Q4 | $53K | Buy |
661
+402
| +155% | +$32.2K | 0.04% | 288 |
|
|
2017
Q3 | $22K | Sell |
259
-96
| -27% | -$8.15K | 0.02% | 379 |
|
|
2017
Q2 | $30K | Sell |
355
-31
| -8% | -$2.62K | 0.03% | 317 |
|
|
2017
Q1 | $32K | Sell |
386
-151
| -28% | -$12.5K | 0.03% | 287 |
|
|
2016
Q4 | $42K | Buy |
+537
| New | +$42K | 0.06% | 244 |
|