Alliance Wealth Advisors (Pennsylvania)’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 | $415K | Buy |
3,515
+27
| +0.8% | +$3.19K | 0.21% | 83 |
|
|
2025
Q1 | $425K | Sell |
3,488
-54
| -2% | -$6.59K | 0.24% | 74 |
|
|
2024
Q4 | $382K | Sell |
3,542
-486
| -12% | -$52.4K | 0.21% | 84 |
|
|
2024
Q3 | $464K | Buy |
4,028
+413
| +11% | +$47.6K | 0.27% | 70 |
|
|
2024
Q2 | $362K | Sell |
3,615
-268
| -7% | -$26.9K | 0.23% | 85 |
|
|
2024
Q1 | $376K | Sell |
3,883
-69
| -2% | -$6.67K | 0.24% | 85 |
|
|
2023
Q4 | $384K | Sell |
3,952
-308
| -7% | -$29.9K | 0.25% | 80 |
|
|
2023
Q3 | $376K | Hold |
4,260
| – | – | 0.27% | 73 |
|
|
2023
Q2 | $382K | Hold |
4,260
| – | – | 0.27% | 74 |
|
|
2023
Q1 | $411K | Sell |
4,260
-130
| -3% | -$12.5K | 0.31% | 67 |
|
|
2022
Q4 | $452K | Sell |
4,390
-130
| -3% | -$13.4K | 0.38% | 57 |
|
|
2022
Q3 | $420K | Sell |
4,520
-100
| -2% | -$9.29K | 0.39% | 56 |
|
|
2022
Q2 | $495K | Sell |
4,620
-23
| -0.5% | -$2.46K | 0.43% | 55 |
|
|
2022
Q1 | $518K | Buy |
4,643
+241
| +5% | +$26.9K | 0.43% | 54 |
|
|
2021
Q4 | $462K | Sell |
4,402
-10
| -0.2% | -$1.05K | 0.38% | 66 |
|
|
2021
Q3 | $431K | Sell |
4,412
-146
| -3% | -$14.3K | 0.38% | 65 |
|
|
2021
Q2 | $450K | Buy |
4,558
+34
| +0.8% | +$3.36K | 0.4% | 64 |
|
|
2021
Q1 | $437K | Buy |
4,524
+563
| +14% | +$54.4K | 0.43% | 59 |
|
|
2020
Q4 | $363K | Buy |
+3,961
| New | +$363K | 0.38% | 65 |
|