Toth Financial Advisory’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 | $40.9K | Hold |
346
| – | – | ﹤0.01% | 333 |
|
|
2025
Q1 | $42.2K | Buy |
346
+83
| +32% | +$10.1K | 0.01% | 307 |
|
|
2024
Q4 | $28.4K | Hold |
263
| – | – | ﹤0.01% | 359 |
|
|
2024
Q3 | $30.3K | Buy |
263
+1
| +0.4% | +$115 | ﹤0.01% | 340 |
|
|
2024
Q2 | $26.3K | Sell |
262
-916
| -78% | -$91.9K | ﹤0.01% | 363 |
|
|
2024
Q1 | $114K | Buy |
1,178
+11
| +0.9% | +$1.06K | 0.01% | 226 |
|
|
2023
Q4 | $113K | Buy |
1,167
+10
| +0.9% | +$971 | 0.02% | 230 |
|
|
2023
Q3 | $102K | Buy |
1,157
+10
| +0.9% | +$883 | 0.02% | 219 |
|
|
2023
Q2 | $103K | Buy |
1,147
+10
| +0.9% | +$897 | 0.01% | 224 |
|
|
2023
Q1 | $110K | Sell |
1,137
-180
| -14% | -$17.4K | 0.02% | 217 |
|
|
2022
Q4 | $136K | Sell |
1,317
-31
| -2% | -$3.19K | 0.02% | 211 |
|
|
2022
Q3 | $125K | Buy |
1,348
+49
| +4% | +$4.54K | 0.02% | 196 |
|
|
2022
Q2 | $139K | Buy |
1,299
+9
| +0.7% | +$963 | 0.02% | 190 |
|
|
2022
Q1 | $144K | Buy |
1,290
+8
| +0.6% | +$893 | 0.02% | 207 |
|
|
2021
Q4 | $135K | Buy |
1,282
+8
| +0.6% | +$842 | 0.02% | 222 |
|
|
2021
Q3 | $124K | Buy |
1,274
+9
| +0.7% | +$876 | 0.02% | 224 |
|
|
2021
Q2 | $125K | Buy |
1,265
+8
| +0.6% | +$791 | 0.02% | 206 |
|
|
2021
Q1 | $121K | Sell |
1,257
-276
| -18% | -$26.6K | 0.02% | 219 |
|
|
2020
Q4 | $140K | Buy |
1,533
+12
| +0.8% | +$1.1K | 0.02% | 201 |
|
|
2020
Q3 | $135K | Buy |
1,521
+13
| +0.9% | +$1.15K | 0.03% | 194 |
|
|
2020
Q2 | $121K | Sell |
1,508
-85
| -5% | -$6.82K | 0.03% | 182 |
|
|
2020
Q1 | $129K | Buy |
1,593
+112
| +8% | +$9.07K | 0.04% | 133 |
|
|
2019
Q4 | $135K | Buy |
1,481
+12
| +0.8% | +$1.09K | 0.03% | 167 |
|
|
2019
Q3 | $141K | Buy |
1,469
+10
| +0.7% | +$960 | 0.03% | 179 |
|
|
2019
Q2 | $129K | Buy |
1,459
+12
| +0.8% | +$1.06K | 0.03% | 175 |
|
|
2019
Q1 | $130K | Buy |
1,447
+180
| +14% | +$16.2K | 0.03% | 162 |
|
|
2018
Q4 | $109K | Buy |
1,267
+10
| +0.8% | +$860 | 0.03% | 142 |
|
|
2018
Q3 | $101K | Buy |
1,257
+160
| +15% | +$12.9K | 0.02% | 177 |
|
|
2018
Q2 | $87K | Hold |
1,097
| – | – | 0.02% | 181 |
|
|
2018
Q1 | $85K | Hold |
1,097
| – | – | 0.02% | 175 |
|
|
2017
Q4 | $92K | Buy |
+1,097
| New | +$92K | 0.02% | 170 |
|