SFMG Wealth Advisors’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 | – | Sell |
-1,981
| Closed | -$242K | – | 287 |
|
|
2025
Q1 | $242K | Buy |
1,981
+16
| +0.8% | +$1.95K | 0.02% | 233 |
|
|
2024
Q4 | $212K | Sell |
1,965
-25
| -1% | -$2.69K | 0.02% | 245 |
|
|
2024
Q3 | $229K | Buy |
+1,990
| New | +$229K | 0.02% | 226 |
|
|
2024
Q1 | – | Sell |
-2,069
| Closed | -$201K | – | 287 |
|
|
2023
Q4 | $201K | Buy |
+2,069
| New | +$201K | 0.02% | 242 |
|
|
2023
Q2 | – | Sell |
-2,327
| Closed | -$224K | – | 260 |
|
|
2023
Q1 | $224K | Sell |
2,327
-526
| -18% | -$50.7K | 0.02% | 216 |
|
|
2022
Q4 | $294K | Hold |
2,853
| – | – | 0.03% | 184 |
|
|
2022
Q3 | $245K | Hold |
2,853
| – | – | 0.03% | 193 |
|
|
2022
Q2 | $306K | Sell |
2,853
-27
| -0.9% | -$2.9K | 0.04% | 176 |
|
|
2022
Q1 | $322K | Buy |
2,880
+148
| +5% | +$16.5K | 0.03% | 191 |
|
|
2021
Q4 | $287K | Buy |
+2,732
| New | +$287K | 0.03% | 204 |
|
|
2014
Q3 | – | Sell |
-2,932
| Closed | -$218K | – | 91 |
|
|
2014
Q2 | $218K | Buy |
+2,932
| New | +$218K | 0.08% | 74 |
|