RFP Financial Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,713
| Closed | -$172K | – | 295 |
|
|
2024
Q2 | $172K | Buy |
1,713
+152
| +10% | +$15.2K | 0.06% | 116 |
|
|
2024
Q1 | $151K | Sell |
1,561
-142
| -8% | -$13.7K | 0.06% | 111 |
|
|
2023
Q4 | $165K | Hold |
1,703
| – | – | 0.07% | 100 |
|
|
2023
Q3 | $150K | Hold |
1,703
| – | – | 0.07% | 99 |
|
|
2023
Q2 | $153K | Buy |
1,703
+1,674
| +5,772% | +$150K | 0.06% | 115 |
|
|
2023
Q1 | $2.8K | Sell |
29
-1,740
| -98% | -$168K | ﹤0.01% | 466 |
|
|
2022
Q4 | $182K | Buy |
+1,769
| New | +$182K | 0.08% | 97 |
|