Physicians Financial Services’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 | $4.13M | Buy |
34,973
+4,611
| +15% | +$544K | 1.23% | 22 |
|
|
2025
Q1 | $3.7M | Buy |
30,362
+10,788
| +55% | +$1.32M | 1.18% | 23 |
|
|
2024
Q4 | $2.11M | Buy |
19,574
+53
| +0.3% | +$5.71K | 0.64% | 36 |
|
|
2024
Q3 | $2.25M | Sell |
19,521
-699
| -3% | -$80.6K | 0.7% | 35 |
|
|
2024
Q2 | $2.03M | Buy |
20,220
+638
| +3% | +$64K | 0.66% | 35 |
|
|
2024
Q1 | $1.89M | Buy |
19,582
+113
| +0.6% | +$10.9K | 0.67% | 39 |
|
|
2023
Q4 | $1.89M | Sell |
19,469
-100
| -0.5% | -$9.7K | 0.72% | 35 |
|
|
2023
Q3 | $1.73M | Sell |
19,569
-49
| -0.2% | -$4.32K | 0.71% | 35 |
|
|
2023
Q2 | $1.76M | Sell |
19,618
-50
| -0.3% | -$4.49K | 0.69% | 37 |
|
|
2023
Q1 | $1.9M | Sell |
19,668
-176
| -0.9% | -$17K | 0.8% | 38 |
|
|
2022
Q4 | $2.04M | Buy |
19,844
+157
| +0.8% | +$16.2K | 0.92% | 32 |
|
|
2022
Q3 | $1.83M | Sell |
19,687
-574
| -3% | -$53.4K | 0.88% | 33 |
|
|
2022
Q2 | $2.17M | Buy |
20,261
+557
| +3% | +$59.7K | 0.97% | 33 |
|
|
2022
Q1 | $2.2M | Sell |
19,704
-250
| -1% | -$27.9K | 0.84% | 35 |
|
|
2021
Q4 | $2.09M | Sell |
19,954
-863
| -4% | -$90.5K | 0.77% | 38 |
|
|
2021
Q3 | $2.03M | Sell |
20,817
-16
| -0.1% | -$1.56K | 0.82% | 38 |
|
|
2021
Q2 | $2.06M | Sell |
20,833
-941
| -4% | -$92.9K | 0.84% | 37 |
|
|
2021
Q1 | $2.1M | Buy |
21,774
+1,279
| +6% | +$123K | 0.9% | 33 |
|
|
2020
Q4 | $1.88M | Sell |
20,495
-779
| -4% | -$71.3K | 0.91% | 33 |
|
|
2020
Q3 | $1.88M | Buy |
21,274
+657
| +3% | +$58.2K | 0.94% | 32 |
|
|
2020
Q2 | $1.65M | Buy |
20,617
+2,582
| +14% | +$206K | 0.91% | 34 |
|
|
2020
Q1 | $1.46M | Sell |
18,035
-780
| -4% | -$63.1K | 1% | 30 |
|
|
2019
Q4 | $1.72M | Buy |
18,815
+976
| +5% | +$89K | 0.93% | 33 |
|
|
2019
Q3 | $1.71M | Sell |
17,839
-31
| -0.2% | -$2.97K | 0.98% | 34 |
|
|
2019
Q2 | $1.58M | Sell |
17,870
-334
| -2% | -$29.5K | 0.93% | 33 |
|
|
2019
Q1 | $1.64M | Buy |
18,204
+175
| +1% | +$15.7K | 1.02% | 32 |
|
|
2018
Q4 | $1.56M | Buy |
18,029
+615
| +4% | +$53.1K | 1.13% | 28 |
|
|
2018
Q3 | $1.39M | Sell |
17,414
-183
| -1% | -$14.6K | 0.96% | 32 |
|
|
2018
Q2 | $1.39M | Sell |
17,597
-500
| -3% | -$39.6K | 1.04% | 32 |
|
|
2018
Q1 | $1.4M | Buy |
18,097
+290
| +2% | +$22.5K | 1.11% | 32 |
|
|
2017
Q4 | $1.5M | Sell |
17,807
-274
| -2% | -$23.1K | 1.14% | 27 |
|
|
2017
Q3 | $1.52M | Sell |
18,081
-100
| -0.6% | -$8.39K | 1.24% | 27 |
|
|
2017
Q2 | $1.52M | Sell |
18,181
-521
| -3% | -$43.6K | 1.29% | 27 |
|
|
2017
Q1 | $1.53M | Sell |
18,702
-1,971
| -10% | -$162K | 1.32% | 24 |
|
|
2016
Q4 | $1.75M | Buy |
20,673
+124
| +0.6% | +$10.5K | 1.44% | 19 |
|
|
2016
Q3 | $1.64M | Buy |
20,549
+255
| +1% | +$20.4K | 1.37% | 20 |
|
|
2016
Q2 | $1.74M | Sell |
20,294
-56
| -0.3% | -$4.8K | 1.52% | 15 |
|
|
2016
Q1 | $1.64M | Buy |
20,350
+78
| +0.4% | +$6.29K | 1.49% | 17 |
|
|
2015
Q4 | $1.45M | Buy |
+20,272
| New | +$1.45M | 1.34% | 20 |
|