Avidian Wealth Enterprises’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 | $535K | Sell |
4,537
-119
| -3% | -$14K | 0.02% | 316 |
|
|
2025
Q1 | $568K | Buy |
4,656
+1,103
| +31% | +$135K | 0.03% | 290 |
|
|
2024
Q4 | $383K | Buy |
3,553
+1,469
| +70% | +$158K | 0.02% | 350 |
|
|
2024
Q3 | $240K | Sell |
2,084
-715
| -26% | -$82.4K | 0.01% | 445 |
|
|
2024
Q2 | $281K | Buy |
2,799
+515
| +23% | +$51.6K | 0.01% | 394 |
|
|
2024
Q1 | $221K | Buy |
2,284
+94
| +4% | +$9.09K | 0.01% | 400 |
|
|
2023
Q4 | $212K | Sell |
2,190
-707
| -24% | -$68.6K | 0.01% | 392 |
|
|
2023
Q3 | $256K | Buy |
2,897
+12
| +0.4% | +$1.06K | 0.02% | 348 |
|
|
2023
Q2 | $259K | Sell |
2,885
-1,680
| -37% | -$151K | 0.02% | 357 |
|
|
2023
Q1 | $440K | Buy |
4,565
+798
| +21% | +$77K | 0.02% | 317 |
|
|
2022
Q4 | $388K | Buy |
+3,767
| New | +$388K | 0.03% | 311 |
|
|
2022
Q3 | – | Sell |
-2,686
| Closed | -$288K | – | 432 |
|
|
2022
Q2 | $288K | Buy |
+2,686
| New | +$288K | 0.02% | 359 |
|
|
2022
Q1 | – | Sell |
-2,217
| Closed | -$233K | – | 501 |
|
|
2021
Q4 | $233K | Buy |
+2,217
| New | +$233K | 0.01% | 448 |
|