Salomon & Ludwin’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 | $497K | Sell |
4,249
-279
| -6% | -$32.7K | 0.05% | 108 |
|
|
2025
Q1 | $552K | Hold |
4,528
| – | – | 0.06% | 99 |
|
|
2024
Q4 | $488K | Sell |
4,528
-7
| -0.2% | -$754 | 0.05% | 99 |
|
|
2024
Q3 | $523K | Hold |
4,535
| – | – | 0.05% | 104 |
|
|
2024
Q2 | $455K | Sell |
4,535
-1,707
| -27% | -$171K | 0.05% | 109 |
|
|
2024
Q1 | $604K | Sell |
6,242
-1,074
| -15% | -$104K | 0.05% | 113 |
|
|
2023
Q4 | $646K | Hold |
7,316
| – | – | 0.07% | 105 |
|
|
2023
Q3 | $646K | Buy |
7,316
+68
| +0.9% | +$6K | 0.07% | 105 |
|
|
2023
Q2 | $650K | Hold |
7,248
| – | – | 0.07% | 101 |
|
|
2023
Q1 | $699K | Sell |
7,248
-600
| -8% | -$57.9K | 0.08% | 91 |
|
|
2022
Q4 | $808K | Buy |
7,848
+1,653
| +27% | +$170K | 0.1% | 81 |
|
|
2022
Q3 | $576K | Buy |
6,195
+4,014
| +184% | +$373K | 0.09% | 83 |
|
|
2022
Q2 | $234K | Buy |
+2,181
| New | +$234K | 0.04% | 120 |
|
|
2020
Q2 | – | Sell |
-346
| Closed | -$28K | – | 108 |
|
|
2020
Q1 | $28K | Sell |
346
-916
| -73% | -$74.1K | 0.01% | 119 |
|
|
2019
Q4 | $115K | Buy |
1,262
+916
| +265% | +$83.5K | 0.02% | 70 |
|
|
2019
Q3 | $33K | Hold |
346
| – | – | 0.01% | 112 |
|
|
2019
Q2 | $31K | Buy |
346
+63
| +22% | +$5.65K | 0.01% | 108 |
|
|
2019
Q1 | $25K | Sell |
283
-505
| -64% | -$44.6K | 0.01% | 117 |
|
|
2018
Q4 | $68K | Buy |
+788
| New | +$68K | 0.02% | 68 |
|