Avion Wealth’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 | $91K | Buy |
774
+188
| +32% | +$22.1K | 0.02% | 154 |
|
|
2025
Q1 | $63K | Hold |
586
| – | – | 0.02% | 168 |
|
|
2024
Q4 | $63K | Buy |
586
+425
| +264% | +$45.7K | 0.02% | 168 |
|
|
2024
Q3 | $18K | Sell |
161
-1
| -0.6% | -$112 | ﹤0.01% | 273 |
|
|
2024
Q2 | $16K | Sell |
162
-85
| -34% | -$8.4K | ﹤0.01% | 255 |
|
|
2024
Q1 | $24K | Buy |
247
+116
| +89% | +$11.3K | 0.01% | 209 |
|
|
2023
Q4 | $13K | Sell |
131
-109
| -45% | -$10.8K | ﹤0.01% | 246 |
|
|
2023
Q3 | $20K | Sell |
240
-9
| -4% | -$750 | 0.01% | 216 |
|
|
2023
Q2 | $22K | Buy |
249
+144
| +137% | +$12.7K | 0.01% | 221 |
|
|
2023
Q1 | $10K | Buy |
105
+13
| +14% | +$1.24K | ﹤0.01% | 260 |
|
|
2022
Q4 | $8K | Hold |
92
| – | – | ﹤0.01% | 273 |
|
|
2022
Q3 | $9K | Hold |
92
| – | – | ﹤0.01% | 270 |
|
|
2022
Q2 | $10K | Buy |
92
+20
| +28% | +$2.17K | ﹤0.01% | 258 |
|
|
2022
Q1 | $8K | Hold |
72
| – | – | ﹤0.01% | 250 |
|
|
2021
Q4 | $8K | Hold |
72
| – | – | ﹤0.01% | 253 |
|
|
2021
Q3 | $7K | Hold |
72
| – | – | ﹤0.01% | 256 |
|
|
2021
Q2 | $7K | Buy |
72
+5
| +7% | +$486 | ﹤0.01% | 245 |
|
|
2021
Q1 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 247 |
|