Sunbelt Securities’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 | $506K | Buy |
4,696
+408
| +10% | +$44K | 0.04% | 351 |
|
|
2025
Q1 | $523K | Sell |
4,288
-408
| -9% | -$49.8K | 0.05% | 309 |
|
|
2024
Q4 | $506K | Buy |
4,696
+806
| +21% | +$86.8K | 0.04% | 348 |
|
|
2024
Q3 | $449K | Hold |
3,890
| – | – | 0.04% | 381 |
|
|
2024
Q2 | $390K | Hold |
3,890
| – | – | 0.04% | 393 |
|
|
2024
Q1 | $376K | Buy |
3,890
+213
| +6% | +$20.6K | 0.04% | 383 |
|
|
2023
Q4 | $357K | Sell |
3,677
-1,112
| -23% | -$108K | 0.04% | 375 |
|
|
2023
Q3 | $423K | Sell |
4,789
-348
| -7% | -$30.7K | 0.06% | 323 |
|
|
2023
Q2 | $461K | Hold |
5,137
| – | – | 0.07% | 294 |
|
|
2023
Q1 | $494K | Buy |
5,137
+348
| +7% | +$33.5K | 0.08% | 258 |
|
|
2022
Q4 | $493K | Buy |
4,789
+2
| +0% | +$206 | 0.1% | 245 |
|
|
2022
Q3 | $445K | Sell |
4,787
-1
| -0% | -$93 | 0.09% | 254 |
|
|
2022
Q2 | $513K | Buy |
4,788
+100
| +2% | +$10.7K | 0.11% | 235 |
|
|
2022
Q1 | $523K | Sell |
4,688
-1,803
| -28% | -$201K | 0.1% | 243 |
|
|
2021
Q4 | $678K | Buy |
6,491
+193
| +3% | +$20.2K | 0.11% | 211 |
|
|
2021
Q3 | $660K | Hold |
6,298
| – | – | 0.12% | 209 |
|
|
2021
Q2 | $660K | Buy |
6,298
+250
| +4% | +$26.2K | 0.12% | 209 |
|
|
2021
Q1 | $584K | Buy |
6,048
+763
| +14% | +$73.7K | 0.12% | 215 |
|
|
2020
Q4 | $484K | Buy |
5,285
+903
| +21% | +$82.7K | 0.1% | 234 |
|
|
2020
Q3 | $388K | Buy |
4,382
+1,304
| +42% | +$115K | 0.11% | 226 |
|
|
2020
Q2 | $246K | Buy |
3,078
+205
| +7% | +$16.4K | 0.08% | 247 |
|
|
2020
Q1 | $232K | Sell |
2,873
-40,204
| -93% | -$3.25M | 0.01% | 328 |
|
|
2019
Q4 | $3.93M | Buy |
43,077
+2,107
| +5% | +$192K | 0.41% | 52 |
|
|
2019
Q3 | $3.93M | Buy |
+40,970
| New | +$3.93M | 0.44% | 49 |
|