Abound Wealth Management’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 | $34.2K | Sell |
290
-28
| -9% | -$3.3K | 0.01% | 256 |
|
|
2025
Q1 | $38.8K | Sell |
318
-336
| -51% | -$41K | 0.01% | 214 |
|
|
2024
Q4 | $70.5K | Sell |
654
-70
| -10% | -$7.55K | 0.02% | 143 |
|
|
2024
Q3 | $83.4K | Buy |
724
+378
| +109% | +$43.6K | 0.03% | 122 |
|
|
2024
Q2 | $34.7K | Buy |
346
+8
| +2% | +$802 | 0.01% | 191 |
|
|
2024
Q1 | $32.7K | Sell |
338
-246
| -42% | -$23.8K | 0.01% | 188 |
|
|
2023
Q4 | $56.7K | Buy |
584
+12
| +2% | +$1.17K | 0.02% | 135 |
|
|
2023
Q3 | $50.5K | Buy |
572
+11
| +2% | +$972 | 0.02% | 132 |
|
|
2023
Q2 | $50.3K | Buy |
561
+21
| +4% | +$1.88K | 0.02% | 130 |
|
|
2023
Q1 | $52.1K | Buy |
540
+30
| +6% | +$2.9K | 0.02% | 122 |
|
|
2022
Q4 | $52.6K | Buy |
510
+41
| +9% | +$4.23K | 0.03% | 114 |
|
|
2022
Q3 | $43.6K | Buy |
+469
| New | +$43.6K | 0.02% | 127 |
|