Thrive Capital Management (Pennsylvania)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,327
| Closed | -$233K | – | 180 |
|
|
2024
Q2 | $233K | Sell |
2,327
-320
| -12% | -$32.1K | 0.11% | 164 |
|
|
2024
Q1 | $256K | Sell |
2,647
-2,206
| -45% | -$213K | 0.14% | 96 |
|
|
2023
Q4 | $471K | Sell |
4,853
-1,398
| -22% | -$136K | 0.25% | 64 |
|
|
2023
Q3 | $552K | Sell |
6,251
-126
| -2% | -$11.1K | 0.31% | 53 |
|
|
2023
Q2 | $572K | Buy |
6,377
+406
| +7% | +$36.4K | 0.33% | 52 |
|
|
2023
Q1 | $574K | Buy |
5,971
+202
| +4% | +$19.4K | 0.36% | 56 |
|
|
2022
Q4 | $594K | Buy |
5,769
+1,038
| +22% | +$107K | 0.39% | 53 |
|
|
2022
Q3 | $440K | Buy |
4,731
+1,825
| +63% | +$170K | 0.3% | 60 |
|
|
2022
Q2 | $312K | Buy |
+2,906
| New | +$312K | 0.22% | 76 |
|