SFA
Semmax Financial Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Buy |
43,456
+1,113
| +3% | +$139K | 1.4% | 23 |
|
|
2025
Q1 | $5.1M | Buy |
42,343
+659
| +2% | +$79.3K | 1.38% | 19 |
|
|
2024
Q4 | $4.75M | Buy |
41,684
+873
| +2% | +$99.5K | 1.27% | 27 |
|
|
2024
Q3 | $4.57M | Sell |
40,811
-609
| -1% | -$68.1K | 1.25% | 27 |
|
|
2024
Q2 | $4.71M | Sell |
41,420
-912
| -2% | -$104K | 1.42% | 20 |
|
|
2024
Q1 | $4.36M | Sell |
42,332
-1,705
| -4% | -$175K | 1.43% | 21 |
|
|
2023
Q4 | $4.03M | Sell |
44,037
-3,117
| -7% | -$286K | 1.47% | 20 |
|
|
2023
Q3 | $4.1M | Buy |
+47,154
| New | +$4.1M | 1.64% | 20 |
|
|
2022
Q4 | $5.32M | Sell |
51,044
-881
| -2% | -$91.8K | 2.12% | 17 |
|
|
2022
Q3 | $4.79M | Buy |
51,925
+6,937
| +15% | +$640K | 2.03% | 22 |
|
|
2022
Q2 | $4.95M | Buy |
44,988
+3,030
| +7% | +$333K | 2.02% | 16 |
|
|
2022
Q1 | $4.69M | Buy |
41,958
+2,722
| +7% | +$304K | 1.85% | 15 |
|
|
2021
Q4 | $4.12M | Sell |
39,236
-4,431
| -10% | -$465K | 1.52% | 22 |
|
|
2021
Q3 | $4.26M | Sell |
43,667
-3,145
| -7% | -$307K | 1.47% | 17 |
|
|
2021
Q2 | $4.62M | Sell |
46,812
-353
| -0.7% | -$34.8K | 1.48% | 19 |
|
|
2021
Q1 | $4.55M | Buy |
47,165
+3,658
| +8% | +$353K | 1.62% | 16 |
|
|
2020
Q4 | $3.98M | Buy |
43,507
+98
| +0.2% | +$8.97K | 1.65% | 16 |
|
|
2020
Q3 | $3.84M | Sell |
43,409
-479
| -1% | -$42.4K | 1.83% | 16 |
|
|
2020
Q2 | $3.51M | Buy |
43,888
+3,308
| +8% | +$264K | 1.84% | 15 |
|
|
2020
Q1 | $3.28M | Buy |
40,580
+203
| +0.5% | +$16.4K | 2.08% | 12 |
|
|
2019
Q4 | $3.68M | Buy |
40,377
+3,498
| +9% | +$319K | 2.03% | 12 |
|
|
2019
Q3 | $3.54M | Buy |
36,879
+3,998
| +12% | +$383K | 2.12% | 11 |
|
|
2019
Q2 | $2.9M | Buy |
32,881
+7,317
| +29% | +$646K | 1.87% | 13 |
|
|
2019
Q1 | $2.3M | Buy |
25,564
+3,237
| +14% | +$291K | 1.59% | 11 |
|
|
2018
Q4 | $1.93M | Buy |
+22,327
| New | +$1.93M | 1.5% | 16 |
|