Activest 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 | $24.8K | Sell |
210
-2
| -0.9% | -$236 | 0.01% | 290 |
|
|
2025
Q1 | $25.9K | Buy |
212
+105
| +98% | +$12.8K | 0.01% | 258 |
|
|
2024
Q4 | $11.5K | Buy |
107
+7
| +7% | +$754 | ﹤0.01% | 305 |
|
|
2024
Q3 | $11.5K | Buy |
+100
| New | +$11.5K | ﹤0.01% | 310 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 577 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$19.4K | – | 394 |
|
|
2023
Q4 | $19.4K | Buy |
+200
| New | +$19.4K | 0.01% | 151 |
|
|
2023
Q1 | – | Sell |
-1,375
| Closed | -$142K | – | 378 |
|
|
2022
Q4 | $142K | Hold |
1,375
| – | – | 0.04% | 110 |
|
|
2022
Q3 | $128K | Buy |
+1,375
| New | +$128K | 0.04% | 114 |
|