Second Half 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 | $228K | Sell |
1,932
-10
| -0.5% | -$1.18K | 0.11% | 80 |
|
|
2025
Q1 | $237K | Sell |
1,942
-30
| -2% | -$3.66K | 0.12% | 73 |
|
|
2024
Q4 | $212K | Buy |
1,972
+118
| +6% | +$12.7K | 0.1% | 87 |
|
|
2024
Q3 | $214K | Buy |
+1,854
| New | +$214K | 0.11% | 89 |
|
|
2022
Q3 | – | Sell |
-36,944
| Closed | -$3.57M | – | 44 |
|
|
2022
Q2 | $3.57M | Hold |
36,944
| – | – | 2.74% | 22 |
|
|
2022
Q1 | $3.57M | Buy |
+36,944
| New | +$3.57M | 2.74% | 22 |
|