Simplicity Solutions’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.12M | Buy |
21,866
+398
| +2% | +$38.6K | 0.06% | 291 |
|
|
2023
Q3 | $1.89M | Sell |
21,468
-3,751
| -15% | -$331K | 0.06% | 297 |
|
|
2023
Q2 | $2.26M | Sell |
25,219
-12,073
| -32% | -$1.08M | 0.06% | 283 |
|
|
2023
Q1 | $3.6M | Buy |
37,292
+26,758
| +254% | +$2.58M | 0.09% | 202 |
|
|
2022
Q4 | $1.08M | Sell |
10,534
-2,470
| -19% | -$254K | 0.15% | 172 |
|
|
2022
Q3 | $1.21M | Buy |
13,004
+2,272
| +21% | +$211K | 0.18% | 134 |
|
|
2022
Q2 | $1.15M | Buy |
10,732
+1,573
| +17% | +$169K | 0.15% | 164 |
|
|
2022
Q1 | $1.02M | Buy |
9,159
+573
| +7% | +$64K | 0.13% | 176 |
|
|
2021
Q4 | $900K | Sell |
8,586
-622
| -7% | -$65.2K | 0.1% | 241 |
|
|
2021
Q3 | $899K | Buy |
9,208
+1,287
| +16% | +$126K | 0.14% | 164 |
|
|
2021
Q2 | $782K | Buy |
7,921
+978
| +14% | +$96.6K | 0.15% | 145 |
|
|
2021
Q1 | $670K | Sell |
6,943
-42,709
| -86% | -$4.12M | 0.15% | 155 |
|
|
2020
Q4 | $4.55M | Buy |
49,652
+731
| +1% | +$66.9K | 0.07% | 246 |
|
|
2020
Q3 | $4.33M | Buy |
48,921
+604
| +1% | +$53.5K | 0.08% | 212 |
|
|
2020
Q2 | $3.86M | Sell |
48,317
-3,180
| -6% | -$254K | 0.08% | 208 |
|
|
2020
Q1 | $4.17M | Sell |
51,497
-291
| -0.6% | -$23.5K | 0.13% | 138 |
|
|
2019
Q4 | $4.72M | Buy |
51,788
+10,817
| +26% | +$987K | 0.14% | 125 |
|
|
2019
Q3 | $3.93M | Sell |
40,971
-2,763
| -6% | -$265K | 0.16% | 113 |
|
|
2019
Q2 | $3.86M | Sell |
43,734
-55,734
| -56% | -$4.92M | 0.17% | 98 |
|
|
2019
Q1 | $8.95M | Buy |
99,468
+12,349
| +14% | +$1.11M | 0.54% | 45 |
|
|
2018
Q4 | $7.52M | Buy |
87,119
+47,214
| +118% | +$4.07M | 0.97% | 16 |
|
|
2018
Q3 | $3.19M | Buy |
39,905
+16,497
| +70% | +$1.32M | 0.18% | 73 |
|
|
2018
Q2 | $1.85M | Buy |
23,408
+6,259
| +36% | +$495K | 0.13% | 87 |
|
|
2018
Q1 | $1.33M | Sell |
17,149
-53
| -0.3% | -$4.11K | 0.11% | 108 |
|
|
2017
Q4 | $1.45M | Buy |
17,202
+11,302
| +192% | +$951K | 0.14% | 98 |
|
|
2017
Q3 | $495K | Sell |
5,900
-19,886
| -77% | -$1.67M | 0.33% | 73 |
|
|
2017
Q2 | $2.16M | Buy |
25,786
+1,798
| +7% | +$150K | 0.25% | 69 |
|
|
2017
Q1 | $1.97M | Buy |
23,988
+4,879
| +26% | +$400K | 0.3% | 62 |
|
|
2016
Q4 | $1.48M | Buy |
19,109
+10,445
| +121% | +$811K | 0.34% | 63 |
|
|
2016
Q3 | $693K | Sell |
8,664
-2,198
| -20% | -$176K | 0.34% | 66 |
|
|
2016
Q2 | $932K | Buy |
10,862
+1,282
| +13% | +$110K | 0.5% | 46 |
|
|
2016
Q1 | $773K | Buy |
9,580
+3,431
| +56% | +$277K | 0.47% | 54 |
|
|
2015
Q4 | $439K | Buy |
+6,149
| New | +$439K | 0.05% | 473 |
|