Bard Financial Services’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 | $576K | Hold |
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|
2025
Q2 | $549K | Sell |
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|
2025
Q1 | $592K | Hold |
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|
2024
Q4 | $523K | Hold |
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|
2024
Q3 | $560K | Sell |
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|
2024
Q2 | $598K | Sell |
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|
2024
Q1 | $583K | Hold |
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|
2023
Q4 | $585K | Hold |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $533K | Hold |
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|
2023
Q1 | $573K | Hold |
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|
2022
Q4 | $612K | Buy |
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|
2022
Q3 | $515K | Hold |
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|
2022
Q2 | $593K | Hold |
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|
2022
Q1 | $618K | Sell |
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|
2021
Q4 | $615K | Buy |
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|
2021
Q3 | $540K | Hold |
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|
2021
Q2 | $546K | Hold |
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|
2021
Q1 | $534K | Hold |
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|
2020
Q4 | $507K | Buy |
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