Redhawk Wealth Advisors’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 | $250K | Buy |
2,118
+4
| +0.2% | +$472 | 0.03% | 290 |
|
|
2025
Q1 | $258K | Buy |
2,114
+18
| +0.9% | +$2.2K | 0.03% | 249 |
|
|
2024
Q4 | $226K | Buy |
2,096
+16
| +0.8% | +$1.72K | 0.03% | 270 |
|
|
2024
Q3 | $240K | Buy |
2,080
+3
| +0.1% | +$346 | 0.03% | 270 |
|
|
2024
Q2 | $208K | Buy |
+2,077
| New | +$208K | 0.03% | 288 |
|
|
2023
Q4 | – | Sell |
-2,512
| Closed | -$222K | – | 296 |
|
|
2023
Q3 | $222K | Buy |
2,512
+275
| +12% | +$24.3K | 0.07% | 182 |
|
|
2023
Q2 | $201K | Sell |
2,237
-196
| -8% | -$17.6K | 0.06% | 199 |
|
|
2023
Q1 | $235K | Buy |
2,433
+124
| +5% | +$12K | 0.08% | 155 |
|
|
2022
Q4 | $238K | Sell |
2,309
-923
| -29% | -$95.1K | 0.09% | 163 |
|
|
2022
Q3 | $301K | Buy |
3,232
+348
| +12% | +$32.4K | 0.13% | 129 |
|
|
2022
Q2 | $309K | Buy |
2,884
+148
| +5% | +$15.9K | 0.14% | 130 |
|
|
2022
Q1 | $305K | Sell |
2,736
-942
| -26% | -$105K | 0.08% | 159 |
|
|
2021
Q4 | $386K | Sell |
3,678
-721
| -16% | -$75.7K | 0.1% | 144 |
|
|
2021
Q3 | $429K | Buy |
4,399
+1,916
| +77% | +$187K | 0.12% | 125 |
|
|
2021
Q2 | $245K | Hold |
2,483
| – | – | 0.05% | 209 |
|
|
2021
Q1 | $240K | Buy |
2,483
+22
| +0.9% | +$2.13K | 0.06% | 195 |
|
|
2020
Q4 | $225K | Buy |
+2,461
| New | +$225K | 0.06% | 210 |
|
|
2019
Q3 | – | Sell |
-383
| Closed | -$34K | – | 205 |
|
|
2019
Q2 | $34K | Buy |
+383
| New | +$34K | 0.01% | 270 |
|