VFP
Verus Financial Partners’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Buy |
3,548
+25
| +0.7% | +$2.93K | 0.04% | 75 |
|
|
2025
Q1 | $424K | Buy |
3,523
+2
| +0.1% | +$241 | 0.05% | 58 |
|
|
2024
Q4 | $373K | Buy |
3,521
+2
| +0.1% | +$212 | 0.04% | 67 |
|
|
2024
Q3 | $409K | Buy |
3,519
+2
| +0.1% | +$232 | 0.04% | 61 |
|
|
2024
Q2 | $352K | Buy |
3,517
+3
| +0.1% | +$301 | 0.04% | 66 |
|
|
2024
Q1 | $340K | Sell |
3,514
-1,183
| -25% | -$114K | 0.04% | 69 |
|
|
2023
Q4 | $450K | Buy |
4,697
+943
| +25% | +$90.4K | 0.06% | 57 |
|
|
2023
Q3 | $333K | Buy |
3,754
+1,036
| +38% | +$91.9K | 0.04% | 70 |
|
|
2023
Q2 | $259K | Buy |
2,718
+4
| +0.1% | +$381 | 0.03% | 86 |
|
|
2023
Q1 | $266K | Sell |
2,714
-89
| -3% | -$8.73K | 0.04% | 79 |
|
|
2022
Q4 | $287K | Sell |
2,803
-113
| -4% | -$11.6K | 0.04% | 78 |
|
|
2022
Q3 | $265K | Buy |
2,916
+4
| +0.1% | +$364 | 0.04% | 79 |
|
|
2022
Q2 | $302K | Sell |
2,912
-212
| -7% | -$22K | 0.04% | 71 |
|
|
2022
Q1 | $361K | Buy |
3,124
+7
| +0.2% | +$809 | 0.05% | 66 |
|
|
2021
Q4 | $327K | Sell |
3,117
-140
| -4% | -$14.7K | 0.04% | 73 |
|
|
2021
Q3 | $325K | Sell |
3,257
-182
| -5% | -$18.2K | 0.05% | 71 |
|
|
2021
Q2 | $357K | Buy |
3,439
+309
| +10% | +$32.1K | 0.05% | 65 |
|
|
2021
Q1 | $306K | Sell |
3,130
-158
| -5% | -$15.4K | 0.05% | 71 |
|
|
2020
Q4 | $301K | Sell |
3,288
-5,401
| -62% | -$494K | 0.05% | 66 |
|
|
2020
Q3 | $769K | Buy |
8,689
+5,555
| +177% | +$492K | 0.28% | 69 |
|
|
2020
Q2 | $250K | Sell |
3,134
-76
| -2% | -$6.06K | 0.05% | 60 |
|
|
2020
Q1 | $260K | Sell |
3,210
-770
| -19% | -$62.4K | 0.08% | 58 |
|
|
2019
Q4 | $363K | Buy |
3,980
+77
| +2% | +$7.02K | 0.11% | 51 |
|
|
2019
Q3 | $374K | Sell |
3,903
-116
| -3% | -$11.1K | 0.12% | 42 |
|
|
2019
Q2 | $355K | Sell |
4,019
-236
| -6% | -$20.8K | 0.12% | 37 |
|
|
2019
Q1 | $383K | Buy |
4,255
+350
| +9% | +$31.5K | 0.14% | 32 |
|
|
2018
Q4 | $312K | Hold |
3,905
| – | – | 0.11% | 38 |
|
|
2018
Q3 | $312K | Buy |
3,905
+980
| +34% | +$78.3K | 0.11% | 38 |
|
|
2018
Q2 | $231K | Sell |
2,925
-1,796
| -38% | -$142K | 0.09% | 41 |
|
|
2018
Q1 | $366K | Sell |
4,721
-1,807
| -28% | -$140K | 0.14% | 33 |
|
|
2017
Q4 | $549K | Buy |
6,528
+1,170
| +22% | +$98.4K | 0.2% | 22 |
|
|
2017
Q3 | $450K | Sell |
5,358
-2
| -0% | -$168 | 0.17% | 25 |
|
|
2017
Q2 | $448K | Sell |
5,360
-88
| -2% | -$7.36K | 0.18% | 24 |
|
|
2017
Q1 | $447K | Buy |
5,448
+1,690
| +45% | +$139K | 0.18% | 25 |
|
|
2016
Q4 | $292K | Sell |
3,758
-72
| -2% | -$5.59K | 0.13% | 35 |
|
|
2016
Q3 | $307K | Buy |
3,830
+112
| +3% | +$8.98K | 0.14% | 33 |
|
|
2016
Q2 | $319K | Buy |
3,718
+11
| +0.3% | +$944 | 0.14% | 33 |
|
|
2016
Q1 | $299K | Sell |
3,707
-51
| -1% | -$4.11K | 0.14% | 35 |
|
|
2015
Q4 | $268K | Buy |
3,758
+14
| +0.4% | +$998 | 0.13% | 36 |
|
|
2015
Q3 | $269K | Buy |
3,744
+46
| +1% | +$3.31K | 0.14% | 33 |
|
|
2015
Q2 | $261K | Buy |
3,698
+10
| +0.3% | +$706 | 0.13% | 32 |
|
|
2015
Q1 | $283K | Buy |
3,688
+629
| +21% | +$48.3K | 0.14% | 31 |
|
|
2014
Q4 | $256K | Buy |
3,059
+10
| +0.3% | +$837 | 0.14% | 35 |
|
|
2014
Q3 | $228K | Sell |
3,049
-33
| -1% | -$2.47K | 0.13% | 39 |
|
|
2014
Q2 | $229K | Sell |
3,082
-59
| -2% | -$4.38K | 0.13% | 39 |
|
|
2014
Q1 | $224K | Buy |
3,141
+32
| +1% | +$2.28K | 0.12% | 39 |
|
|
2013
Q4 | $215K | Buy |
3,109
+14
| +0.5% | +$968 | 0.11% | 39 |
|
|
2013
Q3 | $207K | Sell |
3,095
-45
| -1% | -$3.01K | 0.11% | 36 |
|
|
2013
Q2 | $212K | Buy |
+3,140
| New | +$212K | 0.12% | 39 |
|