Sandbox Financial 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 | $410K | Buy |
3,472
+25
| +0.7% | +$2.95K | 0.13% | 76 |
|
|
2025
Q1 | $420K | Buy |
3,447
+9
| +0.3% | +$1.1K | 0.15% | 69 |
|
|
2024
Q4 | $370K | Sell |
3,438
-14
| -0.4% | -$1.51K | 0.12% | 78 |
|
|
2024
Q3 | $398K | Buy |
3,452
+5
| +0.1% | +$577 | 0.14% | 72 |
|
|
2024
Q2 | $345K | Buy |
3,447
+53
| +2% | +$5.31K | 0.13% | 74 |
|
|
2024
Q1 | $328K | Buy |
3,394
+44
| +1% | +$4.26K | 0.14% | 73 |
|
|
2023
Q4 | $325K | Sell |
3,350
-65
| -2% | -$6.31K | 0.15% | 67 |
|
|
2023
Q3 | $301K | Buy |
3,415
+15
| +0.4% | +$1.32K | 0.16% | 70 |
|
|
2023
Q2 | $305K | Sell |
3,400
-2,274
| -40% | -$204K | 0.16% | 73 |
|
|
2023
Q1 | $547K | Buy |
5,674
+14
| +0.2% | +$1.35K | 0.33% | 40 |
|
|
2022
Q4 | $583K | Sell |
5,660
-488
| -8% | -$50.3K | 0.4% | 36 |
|
|
2022
Q3 | $572K | Buy |
6,148
+7
| +0.1% | +$651 | 0.42% | 34 |
|
|
2022
Q2 | $658K | Buy |
6,141
+12
| +0.2% | +$1.29K | 0.47% | 32 |
|
|
2022
Q1 | $684K | Sell |
6,129
-324
| -5% | -$36.2K | 0.39% | 34 |
|
|
2021
Q4 | $677K | Buy |
6,453
+142
| +2% | +$14.9K | 0.42% | 30 |
|
|
2021
Q3 | $616K | Buy |
6,311
+450
| +8% | +$43.9K | 0.44% | 31 |
|
|
2021
Q2 | $579K | Buy |
5,861
+8
| +0.1% | +$790 | 0.43% | 32 |
|
|
2021
Q1 | $571K | Buy |
5,853
+72
| +1% | +$7.02K | 0.47% | 31 |
|
|
2020
Q4 | $529K | Buy |
+5,781
| New | +$529K | 0.48% | 27 |
|