CGC Financial Services’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 | $36.3K | Hold |
308
| – | – | 0.01% | 138 |
|
|
2025
Q1 | $37.6K | Hold |
308
| – | – | 0.01% | 124 |
|
|
2024
Q4 | $33.2K | Buy |
308
+242
| +367% | +$26.1K | 0.01% | 128 |
|
|
2024
Q3 | $7.61K | Hold |
66
| – | – | ﹤0.01% | 217 |
|
|
2024
Q2 | $6.62K | Hold |
66
| – | – | ﹤0.01% | 223 |
|
|
2024
Q1 | $6.38K | Hold |
66
| – | – | ﹤0.01% | 236 |
|
|
2023
Q4 | $6.41K | Hold |
66
| – | – | ﹤0.01% | 245 |
|
|
2023
Q3 | $5.83K | Hold |
66
| – | – | ﹤0.01% | 201 |
|
|
2023
Q2 | $5.92K | Buy |
+66
| New | +$5.92K | ﹤0.01% | 207 |
|