TI
tru Independence’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
2,023
+71
| +4% | +$8.38K | 0.07% | 114 |
|
|
2025
Q1 | $238K | Buy |
1,952
+20
| +1% | +$2.44K | 0.07% | 106 |
|
|
2024
Q4 | $208K | Buy |
1,932
+17
| +0.9% | +$1.83K | 0.07% | 110 |
|
|
2024
Q3 | $221K | Buy |
+1,915
| New | +$221K | 0.06% | 106 |
|
|
2023
Q3 | – | Sell |
-2,370
| Closed | -$213K | – | 119 |
|
|
2023
Q2 | $213K | Buy |
2,370
+24
| +1% | +$2.15K | 0.07% | 116 |
|
|
2023
Q1 | $226K | Buy |
2,346
+98
| +4% | +$9.45K | 0.07% | 112 |
|
|
2022
Q4 | $232K | Sell |
2,248
-191
| -8% | -$19.7K | 0.08% | 103 |
|
|
2022
Q3 | $227K | Sell |
2,439
-45
| -2% | -$4.19K | 0.08% | 108 |
|
|
2022
Q2 | $266K | Sell |
2,484
-180
| -7% | -$19.3K | 0.09% | 110 |
|
|
2022
Q1 | $298K | Buy |
2,664
+77
| +3% | +$8.61K | 0.08% | 124 |
|
|
2021
Q4 | $271K | Sell |
2,587
-210
| -8% | -$22K | 0.07% | 125 |
|
|
2021
Q3 | $273K | Buy |
+2,797
| New | +$273K | 0.08% | 124 |
|
|
2021
Q2 | – | Sell |
-3,156
| Closed | -$305K | – | 298 |
|
|
2021
Q1 | $305K | Sell |
3,156
-1,518
| -32% | -$147K | 0.06% | 209 |
|
|
2020
Q4 | $428 | Buy |
4,674
+2,717
| +139% | +$249 | ﹤0.01% | 388 |
|
|
2020
Q3 | $173K | Sell |
1,957
-1,966
| -50% | -$174K | 0.05% | 165 |
|
|
2020
Q2 | $314 | Buy |
3,923
+543
| +16% | +$43 | 0.05% | 207 |
|
|
2020
Q1 | $274 | Buy |
3,380
+3,314
| +5,021% | +$269 | 0.04% | 183 |
|
|
2019
Q4 | $6K | Buy |
+66
| New | +$6K | ﹤0.01% | 636 |
|