Rollins Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $457K | Sell |
4,710
-773
| -14% | -$75K | 0.1% | 70 |
|
|
2023
Q3 | $484K | Sell |
5,483
-852
| -13% | -$75.2K | 0.12% | 69 |
|
|
2023
Q2 | $569K | Sell |
6,335
-3,135
| -33% | -$281K | 0.16% | 61 |
|
|
2023
Q1 | $914K | Buy |
9,470
+2,242
| +31% | +$216K | 0.3% | 48 |
|
|
2022
Q4 | $744K | Sell |
7,228
-4,877
| -40% | -$502K | 0.28% | 52 |
|
|
2022
Q3 | $1.13M | Buy |
12,105
+532
| +5% | +$49.5K | 0.42% | 35 |
|
|
2022
Q2 | $1.24M | Sell |
11,573
-597
| -5% | -$64K | 0.44% | 34 |
|
|
2022
Q1 | $1.36M | Buy |
12,170
+165
| +1% | +$18.4K | 0.4% | 32 |
|
|
2021
Q4 | $1.26M | Buy |
+12,005
| New | +$1.26M | 0.36% | 28 |
|
|
2021
Q2 | $1.14M | Buy |
11,505
+3,032
| +36% | +$299K | 0.41% | 34 |
|
|
2021
Q1 | $818K | Buy |
8,473
+4,433
| +110% | +$428K | 0.35% | 37 |
|
|
2020
Q4 | $370K | Buy |
+4,040
| New | +$370K | 0.17% | 58 |
|