TS Financial Group (TSFG)’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 | $42K | Hold |
357
| – | – | 0.01% | 357 |
|
|
2025
Q1 | $44K | Buy |
357
+279
| +358% | +$34.4K | 0.01% | 335 |
|
|
2024
Q4 | $8K | Hold |
78
| – | – | ﹤0.01% | 514 |
|
|
2024
Q3 | $9K | Hold |
78
| – | – | ﹤0.01% | 504 |
|
|
2024
Q2 | $8K | Sell |
78
-58
| -43% | -$5.95K | ﹤0.01% | 512 |
|
|
2024
Q1 | $13K | Hold |
136
| – | – | ﹤0.01% | 442 |
|
|
2023
Q4 | $13K | Sell |
136
-146
| -52% | -$14K | ﹤0.01% | 470 |
|
|
2023
Q3 | $25K | Buy |
282
+1
| +0.4% | +$89 | 0.01% | 384 |
|
|
2023
Q2 | $25K | Buy |
281
+2
| +0.7% | +$178 | 0.01% | 387 |
|
|
2023
Q1 | $27K | Buy |
279
+1
| +0.4% | +$97 | 0.01% | 367 |
|
|
2022
Q4 | $29K | Buy |
278
+2
| +0.7% | +$209 | 0.01% | 360 |
|
|
2022
Q3 | $26K | Buy |
276
+1
| +0.4% | +$94 | 0.01% | 364 |
|
|
2022
Q2 | $30K | Buy |
275
+1
| +0.4% | +$109 | 0.01% | 348 |
|
|
2022
Q1 | $31K | Buy |
274
+1
| +0.4% | +$113 | 0.01% | 353 |
|
|
2021
Q4 | $29K | Buy |
273
+80
| +41% | +$8.5K | 0.01% | 369 |
|
|
2021
Q3 | $19K | Buy |
193
+1
| +0.5% | +$98 | 0.01% | 438 |
|
|
2021
Q2 | $19K | Buy |
192
+134
| +231% | +$13.3K | 0.01% | 441 |
|
|
2021
Q1 | $6K | Sell |
58
-22
| -28% | -$2.28K | ﹤0.01% | 558 |
|
|
2020
Q4 | $7K | Buy |
80
+20
| +33% | +$1.75K | ﹤0.01% | 546 |
|
|
2020
Q3 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 544 |
|