StrategIQ Financial Group’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 | $310K | Sell |
3,196
-223
| -7% | -$21.6K | 0.04% | 253 |
|
|
2023
Q3 | $302K | Buy |
3,419
+3
| +0.1% | +$265 | 0.03% | 251 |
|
|
2023
Q2 | $307K | Buy |
3,416
+60
| +2% | +$5.38K | 0.04% | 255 |
|
|
2023
Q1 | $324K | Hold |
3,356
| – | – | 0.04% | 232 |
|
|
2022
Q4 | $346K | Buy |
3,356
+45
| +1% | +$4.64K | 0.04% | 223 |
|
|
2022
Q3 | $308K | Buy |
3,311
+215
| +7% | +$20K | 0.04% | 225 |
|
|
2022
Q2 | $332K | Buy |
3,096
+50
| +2% | +$5.36K | 0.04% | 223 |
|
|
2022
Q1 | $340K | Sell |
3,046
-300
| -9% | -$33.5K | 0.04% | 234 |
|
|
2021
Q4 | $351K | Buy |
3,346
+400
| +14% | +$42K | 0.04% | 233 |
|
|
2021
Q3 | $287K | Buy |
2,946
+141
| +5% | +$13.7K | 0.06% | 182 |
|
|
2021
Q2 | $277K | Sell |
2,805
-40
| -1% | -$3.95K | 0.05% | 181 |
|
|
2021
Q1 | $275K | Buy |
2,845
+202
| +8% | +$19.5K | 0.06% | 179 |
|
|
2020
Q4 | $242K | Buy |
2,643
+125
| +5% | +$11.4K | 0.05% | 181 |
|
|
2020
Q3 | $223K | Buy |
+2,518
| New | +$223K | 0.06% | 177 |
|