Symphony Financial’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 | $1.77M | Buy |
+14,945
| New | +$1.77M | 0.23% | 88 |
|
|
2025
Q1 | – | Sell |
-14,672
| Closed | -$1.62M | – | 129 |
|
|
2024
Q4 | $1.62M | Sell |
14,672
-2,231
| -13% | -$247K | 0.26% | 78 |
|
|
2024
Q3 | $1.96M | Sell |
16,903
-841
| -5% | -$97.5K | 0.32% | 69 |
|
|
2024
Q2 | $1.78M | Sell |
17,744
-443
| -2% | -$44.6K | 0.33% | 68 |
|
|
2024
Q1 | $1.76M | Sell |
18,187
-1,348
| -7% | -$130K | 0.41% | 63 |
|
|
2023
Q4 | $1.91M | Sell |
19,535
-2,163
| -10% | -$212K | 0.41% | 61 |
|
|
2023
Q3 | $1.86M | Buy |
21,698
+358
| +2% | +$30.6K | 0.45% | 42 |
|
|
2023
Q2 | $1.9M | Buy |
21,340
+1,224
| +6% | +$109K | 0.47% | 52 |
|
|
2023
Q1 | $1.93M | Sell |
20,116
-1,140
| -5% | -$110K | 0.5% | 47 |
|
|
2022
Q4 | $2.23M | Sell |
21,256
-1,898
| -8% | -$199K | 0.59% | 40 |
|
|
2022
Q3 | $2.2M | Buy |
23,154
+103
| +0.4% | +$9.79K | 0.72% | 35 |
|
|
2022
Q2 | $2.44M | Buy |
23,051
+37
| +0.2% | +$3.92K | 0.72% | 31 |
|
|
2022
Q1 | $2.64M | Buy |
23,014
+3,679
| +19% | +$423K | 0.62% | 33 |
|
|
2021
Q4 | $2M | Buy |
19,335
+1,615
| +9% | +$167K | 0.56% | 39 |
|
|
2021
Q3 | $1.74M | Sell |
17,720
-3,367
| -16% | -$331K | 0.61% | 38 |
|
|
2021
Q2 | $2.08M | Buy |
21,087
+6,510
| +45% | +$641K | 0.71% | 33 |
|
|
2021
Q1 | $1.42M | Buy |
14,577
+3,840
| +36% | +$375K | 0.38% | 48 |
|
|
2020
Q4 | $963K | Sell |
10,737
-840
| -7% | -$75.3K | 0.35% | 52 |
|
|
2020
Q3 | $1.03M | Buy |
11,577
+2,990
| +35% | +$265K | 0.42% | 41 |
|
|
2020
Q2 | $686K | Buy |
8,587
+2,488
| +41% | +$199K | 0.33% | 53 |
|
|
2020
Q1 | $509K | Buy |
+6,099
| New | +$509K | 0.35% | 49 |
|