Souders Financial 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 | $1.44M | Sell |
12,167
-276
| -2% | -$32.6K | 0.18% | 69 |
|
|
2025
Q1 | $1.52M | Buy |
12,443
+86
| +0.7% | +$10.5K | 0.21% | 68 |
|
|
2024
Q4 | $1.33M | Buy |
12,357
+2,005
| +19% | +$216K | 0.19% | 87 |
|
|
2024
Q3 | $1.19M | Buy |
10,352
+31
| +0.3% | +$3.57K | 0.17% | 92 |
|
|
2024
Q2 | $1.03M | Sell |
10,321
-2,076
| -17% | -$208K | 0.16% | 94 |
|
|
2024
Q1 | $1.2M | Sell |
12,397
-997
| -7% | -$96.4K | 0.19% | 84 |
|
|
2023
Q4 | $1.3M | Buy |
13,394
+1,949
| +17% | +$189K | 0.22% | 80 |
|
|
2023
Q3 | $1.01M | Sell |
11,445
-1,422
| -11% | -$126K | 0.19% | 86 |
|
|
2023
Q2 | $1.15M | Buy |
12,867
+989
| +8% | +$88.8K | 0.22% | 78 |
|
|
2023
Q1 | $1.15M | Sell |
11,878
-385
| -3% | -$37.1K | 0.24% | 78 |
|
|
2022
Q4 | $1.26M | Buy |
12,263
+152
| +1% | +$15.7K | 0.29% | 75 |
|
|
2022
Q3 | $1.13M | Buy |
12,111
+108
| +0.9% | +$10.1K | 0.31% | 75 |
|
|
2022
Q2 | $1.29M | Buy |
12,003
+408
| +4% | +$43.7K | 0.37% | 66 |
|
|
2022
Q1 | $1.3M | Buy |
11,595
+309
| +3% | +$34.5K | 0.37% | 61 |
|
|
2021
Q4 | $1.18M | Buy |
11,286
+561
| +5% | +$58.9K | 0.34% | 67 |
|
|
2021
Q3 | $1.05M | Buy |
10,725
+766
| +8% | +$74.8K | 0.34% | 68 |
|
|
2021
Q2 | $983K | Buy |
9,959
+637
| +7% | +$62.9K | 0.33% | 70 |
|
|
2021
Q1 | $900K | Buy |
9,322
+1,172
| +14% | +$113K | 0.35% | 60 |
|
|
2020
Q4 | $746K | Buy |
8,150
+70
| +0.9% | +$6.41K | 0.33% | 60 |
|
|
2020
Q3 | $785K | Buy |
8,080
+321
| +4% | +$31.2K | 0.37% | 56 |
|
|
2020
Q2 | $620K | Buy |
7,759
+1,040
| +15% | +$83.1K | 0.35% | 64 |
|
|
2020
Q1 | $543K | Buy |
+6,719
| New | +$543K | 0.48% | 51 |
|