Silver Oak Securities’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 | $1.48M | Sell |
12,527
-102
| -0.8% | -$12K | 0.12% | 178 |
|
|
2025
Q1 | $1.51M | Buy |
12,629
+735
| +6% | +$87.8K | 0.14% | 159 |
|
|
2024
Q4 | $1.28M | Sell |
11,894
-215
| -2% | -$23.2K | 0.12% | 176 |
|
|
2024
Q3 | $1.4M | Sell |
12,109
-1,150
| -9% | -$133K | 0.15% | 154 |
|
|
2024
Q2 | $1.33M | Sell |
13,259
-1,078
| -8% | -$108K | 0.2% | 107 |
|
|
2024
Q1 | $1.39M | Buy |
14,337
+461
| +3% | +$44.6K | 0.21% | 108 |
|
|
2023
Q4 | $1.35M | Buy |
13,876
+2,311
| +20% | +$224K | 0.18% | 130 |
|
|
2023
Q3 | $1.02M | Sell |
11,565
-56
| -0.5% | -$4.94K | 0.22% | 79 |
|
|
2023
Q2 | $1.04M | Buy |
11,621
+2,569
| +28% | +$231K | 0.17% | 125 |
|
|
2023
Q1 | $873K | Buy |
9,052
+649
| +8% | +$62.6K | 0.14% | 129 |
|
|
2022
Q4 | $865K | Sell |
8,403
-3,162
| -27% | -$325K | 0.16% | 106 |
|
|
2022
Q3 | $1.02M | Buy |
11,565
+3,946
| +52% | +$348K | 0.22% | 79 |
|
|
2022
Q2 | $804K | Buy |
7,619
+2,346
| +44% | +$248K | 0.18% | 96 |
|
|
2022
Q1 | $606K | Buy |
+5,273
| New | +$606K | 0.12% | 149 |
|