Thoroughbred Financial Services’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 | $250K | Sell |
2,118
-4,013
| -65% | -$474K | 0.02% | 504 |
|
|
2025
Q1 | $747K | Buy |
6,131
+38
| +0.6% | +$4.63K | 0.05% | 346 |
|
|
2024
Q4 | $656K | Sell |
6,093
-33
| -0.5% | -$3.55K | 0.04% | 356 |
|
|
2024
Q3 | $706K | Buy |
6,126
+331
| +6% | +$38.1K | 0.05% | 337 |
|
|
2024
Q2 | $580K | Buy |
+5,795
| New | +$580K | 0.04% | 360 |
|
|
2024
Q1 | – | Sell |
-5,610
| Closed | -$544K | – | 512 |
|
|
2023
Q4 | $544K | Buy |
5,610
+699
| +14% | +$67.8K | 0.04% | 339 |
|
|
2023
Q3 | $433K | Buy |
+4,911
| New | +$433K | 0.04% | 346 |
|
|
2023
Q2 | – | Sell |
-2,165
| Closed | -$208K | – | 422 |
|
|
2023
Q1 | $208K | Buy |
2,165
+94
| +5% | +$9.03K | 0.03% | 386 |
|
|
2022
Q4 | $213K | Buy |
+2,071
| New | +$213K | 0.03% | 358 |
|
|
2022
Q3 | – | Sell |
-2,280
| Closed | -$244K | – | 360 |
|
|
2022
Q2 | $244K | Hold |
2,280
| – | – | 0.04% | 319 |
|
|
2022
Q1 | $254K | Buy |
+2,280
| New | +$254K | 0.04% | 333 |
|