Revolve Wealth Partners’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 | $335K | Sell |
2,836
-198
| -7% | -$23.4K | 0.04% | 155 |
|
|
2025
Q1 | $370K | Buy |
3,034
+84
| +3% | +$10.2K | 0.05% | 144 |
|
|
2024
Q4 | $318K | Sell |
2,950
-325
| -10% | -$35K | 0.05% | 157 |
|
|
2024
Q3 | $378K | Buy |
3,275
+125
| +4% | +$14.4K | 0.06% | 131 |
|
|
2024
Q2 | $316K | Sell |
3,150
-114
| -3% | -$11.4K | 0.05% | 128 |
|
|
2024
Q1 | $316K | Buy |
3,264
+51
| +2% | +$4.93K | 0.05% | 125 |
|
|
2023
Q4 | $312K | Sell |
3,213
-330
| -9% | -$32K | 0.06% | 117 |
|
|
2023
Q3 | $313K | Sell |
3,543
-171
| -5% | -$15.1K | 0.07% | 115 |
|
|
2023
Q2 | $333K | Buy |
3,714
+11
| +0.3% | +$987 | 0.08% | 105 |
|
|
2023
Q1 | $357K | Buy |
3,703
+123
| +3% | +$11.9K | 0.09% | 99 |
|
|
2022
Q4 | $369K | Sell |
3,580
-516
| -13% | -$53.1K | 0.11% | 94 |
|
|
2022
Q3 | $381K | Buy |
4,096
+104
| +3% | +$9.67K | 0.13% | 80 |
|
|
2022
Q2 | $428K | Buy |
3,992
+20
| +0.5% | +$2.14K | 0.14% | 75 |
|
|
2022
Q1 | $444K | Buy |
3,972
+33
| +0.8% | +$3.69K | 0.13% | 78 |
|
|
2021
Q4 | $413K | Buy |
+3,939
| New | +$413K | 0.12% | 87 |
|