Southland Equity Partners’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 | $517K | Buy |
4,381
+214
| +5% | +$25.3K | 0.11% | 124 |
|
|
2025
Q1 | $508K | Buy |
4,167
+151
| +4% | +$18.4K | 0.12% | 122 |
|
|
2024
Q4 | $433K | Buy |
4,016
+155
| +4% | +$16.7K | 0.1% | 133 |
|
|
2024
Q3 | $445K | Buy |
3,861
+319
| +9% | +$36.8K | 0.11% | 129 |
|
|
2024
Q2 | $355K | Sell |
3,542
-86
| -2% | -$8.62K | 0.1% | 130 |
|
|
2024
Q1 | $351K | Buy |
3,628
+61
| +2% | +$5.9K | 0.1% | 136 |
|
|
2023
Q4 | $346K | Buy |
3,567
+192
| +6% | +$18.6K | 0.11% | 127 |
|
|
2023
Q3 | $298K | Buy |
3,375
+607
| +22% | +$53.6K | 0.1% | 137 |
|
|
2023
Q2 | $248K | Buy |
2,768
+47
| +2% | +$4.22K | 0.08% | 162 |
|
|
2023
Q1 | $262K | Buy |
2,721
+48
| +2% | +$4.63K | 0.1% | 151 |
|
|
2022
Q4 | $275K | Buy |
2,673
+124
| +5% | +$12.8K | 0.11% | 136 |
|
|
2022
Q3 | $237K | Buy |
2,549
+38
| +2% | +$3.54K | 0.12% | 133 |
|
|
2022
Q2 | $269K | Buy |
2,511
+71
| +3% | +$7.61K | 0.12% | 128 |
|
|
2022
Q1 | $272K | Buy |
2,440
+6
| +0.2% | +$670 | 0.11% | 136 |
|
|
2021
Q4 | $255K | Hold |
2,434
| – | – | 0.1% | 147 |
|
|
2021
Q3 | $238K | Buy |
2,434
+17
| +0.7% | +$1.66K | 0.11% | 142 |
|
|
2021
Q2 | $239K | Buy |
2,417
+49
| +2% | +$4.84K | 0.11% | 139 |
|
|
2021
Q1 | $229K | Buy |
2,368
+51
| +2% | +$4.92K | 0.13% | 133 |
|
|
2020
Q4 | $212K | Buy |
+2,317
| New | +$212K | 0.14% | 119 |
|