Bay Rivers Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,224
| Closed | -$240K | – | 85 |
|
|
2024
Q4 | $240K | Hold |
2,224
| – | – | 0.12% | 78 |
|
|
2024
Q3 | $256K | Sell |
2,224
-250
| -10% | -$28.8K | 0.13% | 73 |
|
|
2024
Q2 | $248K | Buy |
2,474
+70
| +3% | +$7.02K | 0.13% | 69 |
|
|
2024
Q1 | $232K | Buy |
2,404
+275
| +13% | +$26.6K | 0.13% | 72 |
|
|
2023
Q4 | $207K | Buy |
+2,129
| New | +$207K | 0.13% | 68 |
|
|
2020
Q3 | – | Sell |
-3,131
| Closed | -$250K | – | 70 |
|
|
2020
Q2 | $250K | Buy |
+3,131
| New | +$250K | 0.26% | 58 |
|