Rollins Financial 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 | $1.23M | Sell |
10,433
-106
| -1% | -$12.5K | 0.2% | 57 |
|
|
2025
Q1 | $1.29M | Buy |
10,539
+706
| +7% | +$86.1K | 0.22% | 55 |
|
|
2024
Q4 | $1.06M | Buy |
9,833
+4,182
| +74% | +$451K | 0.17% | 58 |
|
|
2024
Q3 | $652K | Buy |
5,651
+1,314
| +30% | +$152K | 0.11% | 70 |
|
|
2024
Q2 | $435K | Sell |
4,337
-417
| -9% | -$41.8K | 0.07% | 79 |
|
|
2024
Q1 | $460K | Buy |
4,754
+44
| +0.9% | +$4.26K | 0.09% | 77 |
|
|
2023
Q4 | $457K | Buy |
+4,710
| New | +$457K | 0.1% | 70 |
|