Stratos Wealth 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 | $805K | Buy |
6,821
+233
| +4% | +$27.5K | 0.04% | 347 |
|
|
2025
Q1 | $804K | Sell |
6,588
-2,149
| -25% | -$262K | 0.04% | 341 |
|
|
2024
Q4 | $941K | Buy |
8,737
+303
| +4% | +$32.6K | 0.05% | 343 |
|
|
2024
Q3 | $973K | Buy |
8,434
+683
| +9% | +$78.8K | 0.04% | 353 |
|
|
2024
Q2 | $777K | Buy |
7,751
+2,951
| +61% | +$296K | 0.04% | 380 |
|
|
2024
Q1 | $464K | Sell |
4,800
-25,388
| -84% | -$2.46M | 0.03% | 472 |
|
|
2023
Q4 | $2.93M | Buy |
30,188
+3,570
| +13% | +$346K | 0.17% | 170 |
|
|
2023
Q3 | $2.35M | Buy |
26,618
+19,579
| +278% | +$1.73M | 0.16% | 177 |
|
|
2023
Q2 | $632K | Buy |
7,039
+1,367
| +24% | +$123K | 0.04% | 391 |
|
|
2023
Q1 | $547K | Sell |
5,672
-45
| -0.8% | -$4.34K | 0.04% | 402 |
|
|
2022
Q4 | $589K | Buy |
5,717
+329
| +6% | +$33.9K | 0.05% | 371 |
|
|
2022
Q3 | $501K | Sell |
5,388
-426
| -7% | -$39.6K | 0.05% | 355 |
|
|
2022
Q2 | $623K | Buy |
5,814
+196
| +3% | +$21K | 0.06% | 329 |
|
|
2022
Q1 | $627K | Buy |
5,618
+176
| +3% | +$19.6K | 0.05% | 344 |
|
|
2021
Q4 | $571K | Buy |
5,442
+356
| +7% | +$37.4K | 0.04% | 373 |
|
|
2021
Q3 | $496K | Sell |
5,086
-543
| -10% | -$53K | 0.04% | 359 |
|
|
2021
Q2 | $556K | Buy |
5,629
+1,114
| +25% | +$110K | 0.05% | 337 |
|
|
2021
Q1 | $436K | Sell |
4,515
-401
| -8% | -$38.7K | 0.05% | 334 |
|
|
2020
Q4 | $450K | Buy |
4,916
+1,466
| +42% | +$134K | 0.06% | 255 |
|
|
2020
Q3 | $306K | Buy |
3,450
+165
| +5% | +$14.6K | 0.07% | 252 |
|
|
2020
Q2 | $263K | Buy |
3,285
+664
| +25% | +$53.2K | 0.08% | 230 |
|
|
2020
Q1 | $212K | Sell |
2,621
-258
| -9% | -$20.9K | 0.15% | 135 |
|
|
2019
Q4 | $263K | Buy |
2,879
+713
| +33% | +$65.1K | 0.15% | 140 |
|
|
2019
Q3 | $208K | Buy |
+2,166
| New | +$208K | 0.08% | 238 |
|