SeaCrest Wealth Management’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 | $598K | Sell |
5,070
-1,135
| -18% | -$134K | 0.07% | 269 |
|
|
2025
Q1 | $757K | Buy |
6,205
+230
| +4% | +$28.1K | 0.09% | 231 |
|
|
2024
Q4 | $644K | Buy |
5,975
+136
| +2% | +$14.7K | 0.07% | 276 |
|
|
2024
Q3 | $673K | Sell |
5,839
-254
| -4% | -$29.3K | 0.07% | 276 |
|
|
2024
Q2 | $611K | Buy |
6,093
+98
| +2% | +$9.82K | 0.07% | 274 |
|
|
2024
Q1 | $580K | Sell |
5,995
-4,220
| -41% | -$408K | 0.07% | 284 |
|
|
2023
Q4 | $1.01M | Buy |
10,215
+226
| +2% | +$22.3K | 0.12% | 169 |
|
|
2023
Q3 | $882K | Buy |
9,989
+83
| +0.8% | +$7.33K | 0.11% | 185 |
|
|
2023
Q2 | $889K | Buy |
9,906
+557
| +6% | +$50K | 0.11% | 191 |
|
|
2023
Q1 | $902K | Buy |
9,349
+299
| +3% | +$28.8K | 0.12% | 185 |
|
|
2022
Q4 | $932K | Sell |
9,050
-208
| -2% | -$21.4K | 0.13% | 177 |
|
|
2022
Q3 | $861K | Sell |
9,258
-1,331
| -13% | -$124K | 0.13% | 173 |
|
|
2022
Q2 | $1.14M | Buy |
10,589
+504
| +5% | +$54K | 0.14% | 147 |
|
|
2022
Q1 | $1.13M | Sell |
10,085
-437
| -4% | -$48.8K | 0.13% | 171 |
|
|
2021
Q4 | $1.1M | Buy |
10,522
+409
| +4% | +$42.9K | 0.12% | 171 |
|
|
2021
Q3 | $987K | Buy |
10,113
+1,069
| +12% | +$104K | 0.12% | 187 |
|
|
2021
Q2 | $893K | Buy |
9,044
+67
| +0.7% | +$6.62K | 0.11% | 210 |
|
|
2021
Q1 | $867K | Sell |
8,977
-214
| -2% | -$20.7K | 0.11% | 196 |
|
|
2020
Q4 | $842K | Sell |
9,191
-90
| -1% | -$8.25K | 0.12% | 183 |
|
|
2020
Q3 | $822K | Sell |
9,281
-111
| -1% | -$9.83K | 0.13% | 172 |
|
|
2020
Q2 | $750K | Sell |
9,392
-157
| -2% | -$12.5K | 0.13% | 178 |
|
|
2020
Q1 | $772K | Buy |
9,549
+724
| +8% | +$58.5K | 0.17% | 137 |
|
|
2019
Q4 | $805K | Buy |
8,825
+615
| +7% | +$56.1K | 0.13% | 174 |
|
|
2019
Q3 | $787K | Buy |
8,210
+107
| +1% | +$10.3K | 0.15% | 171 |
|
|
2019
Q2 | $715K | Buy |
8,103
+486
| +6% | +$42.9K | 0.15% | 171 |
|
|
2019
Q1 | $686K | Sell |
7,617
-340
| -4% | -$30.6K | 0.12% | 178 |
|
|
2018
Q4 | $687K | Buy |
7,957
+936
| +13% | +$80.8K | 0.14% | 159 |
|
|
2018
Q3 | $562K | Sell |
7,021
-356
| -5% | -$28.5K | 0.1% | 228 |
|
|
2018
Q2 | $583K | Sell |
7,377
-134
| -2% | -$10.6K | 0.11% | 216 |
|
|
2018
Q1 | $582K | Sell |
7,511
-98
| -1% | -$7.59K | 0.11% | 204 |
|
|
2017
Q4 | $640K | Buy |
+7,609
| New | +$640K | 0.12% | 185 |
|