Abound Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $34.7K | Sell |
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|
2025
Q2 | $34.2K | Sell |
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|
2025
Q1 | $38.8K | Sell |
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|
2024
Q4 | $70.5K | Sell |
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|
2024
Q3 | $83.4K | Buy |
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|
2024
Q2 | $34.7K | Buy |
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|
2024
Q1 | $32.7K | Sell |
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|
2023
Q4 | $56.7K | Buy |
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|
2023
Q3 | $50.5K | Buy |
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|
2023
Q2 | $50.3K | Buy |
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|
2023
Q1 | $52.1K | Buy |
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|
2022
Q4 | $52.6K | Buy |
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|
2022
Q3 | $43.6K | Buy |
|