Bay Harbor Wealth Management’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 | $4.08K | Buy |
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|
2025
Q2 | $3.07K | Buy |
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|
2025
Q1 | $1.58K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $22K | Sell |
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|
2021
Q1 | $54K | Sell |
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|
2020
Q4 | $85K | Sell |
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|
2020
Q3 | $185K | Sell |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $363K | Buy |
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|
2019
Q3 | $385K | Sell |
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|
2019
Q2 | $360K | Sell |
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|
2019
Q1 | $387K | Sell |
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|
2018
Q4 | $379K | Buy |
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