Sound Income Strategies’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 | $819K | Buy |
6,941
+5,034
| +264% | +$594K | 0.05% | 161 |
|
|
2025
Q1 | $233K | Buy |
1,907
+384
| +25% | +$46.8K | 0.01% | 261 |
|
|
2024
Q4 | $164K | Sell |
1,523
-72
| -5% | -$7.76K | 0.01% | 278 |
|
|
2024
Q3 | $184K | Sell |
1,595
-111
| -7% | -$12.8K | 0.01% | 261 |
|
|
2024
Q2 | $171K | Buy |
1,706
+104
| +6% | +$10.4K | 0.01% | 242 |
|
|
2024
Q1 | $155K | Buy |
1,602
+2
| +0.1% | +$193 | 0.01% | 243 |
|
|
2023
Q4 | $155K | Buy |
1,600
+349
| +28% | +$33.9K | 0.01% | 225 |
|
|
2023
Q3 | $110K | Buy |
1,251
+85
| +7% | +$7.5K | 0.01% | 193 |
|
|
2023
Q2 | $105K | Buy |
1,166
+449
| +63% | +$40.3K | 0.01% | 206 |
|
|
2023
Q1 | $69.2K | Sell |
717
-232
| -24% | -$22.4K | 0.01% | 244 |
|
|
2022
Q4 | $97.7K | Buy |
949
+231
| +32% | +$23.8K | 0.01% | 196 |
|
|
2022
Q3 | $67K | Sell |
718
-36
| -5% | -$3.36K | 0.01% | 202 |
|
|
2022
Q2 | $81K | Buy |
754
+26
| +4% | +$2.79K | 0.01% | 181 |
|
|
2022
Q1 | $81K | Buy |
728
+36
| +5% | +$4.01K | 0.01% | 185 |
|
|
2021
Q4 | $73K | Buy |
692
+25
| +4% | +$2.64K | 0.01% | 197 |
|
|
2021
Q3 | $65K | Sell |
667
-113
| -14% | -$11K | 0.01% | 205 |
|
|
2021
Q2 | $77K | Sell |
780
-336
| -30% | -$33.2K | 0.01% | 195 |
|
|
2021
Q1 | $108K | Buy |
1,116
+4
| +0.4% | +$386 | 0.02% | 165 |
|
|
2020
Q4 | $102K | Buy |
1,112
+135
| +14% | +$12.4K | 0.02% | 151 |
|
|
2020
Q3 | $87K | Sell |
977
-149
| -13% | -$13.3K | 0.02% | 135 |
|
|
2020
Q2 | $90K | Sell |
1,126
-194
| -15% | -$15.5K | 0.03% | 111 |
|
|
2020
Q1 | $107K | Buy |
1,320
+669
| +103% | +$54.2K | 0.04% | 82 |
|
|
2019
Q4 | $59K | Buy |
651
+4
| +0.6% | +$363 | 0.02% | 111 |
|
|
2019
Q3 | $62K | Sell |
647
-1,321
| -67% | -$127K | 0.02% | 99 |
|
|
2019
Q2 | $174K | Sell |
1,968
-20
| -1% | -$1.77K | 0.06% | 61 |
|
|
2019
Q1 | $179K | Sell |
1,988
-194
| -9% | -$17.5K | 0.08% | 61 |
|
|
2018
Q4 | $188K | Buy |
2,182
+1,381
| +172% | +$119K | 0.1% | 59 |
|
|
2018
Q3 | $64K | Hold |
801
| – | – | 0.03% | 113 |
|
|
2018
Q2 | $63K | Sell |
801
-221
| -22% | -$17.4K | 0.04% | 95 |
|
|
2018
Q1 | $79K | Buy |
1,022
+913
| +838% | +$70.6K | 0.05% | 76 |
|
|
2017
Q4 | $8K | Buy |
+109
| New | +$8K | 0.01% | 255 |
|