Colton Groome Financial Advisors’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 |
-2,331
| Closed | -$251K | – | 126 |
|
|
2024
Q4 | $251K | Buy |
+2,331
| New | +$251K | 0.1% | 111 |
|
|
2023
Q1 | – | Sell |
-2,197
| Closed | -$226K | – | 128 |
|
|
2022
Q4 | $226K | Sell |
2,197
-266
| -11% | -$27.4K | 0.11% | 116 |
|
|
2022
Q3 | $229K | Hold |
2,463
| – | – | 0.12% | 103 |
|
|
2022
Q2 | $264K | Buy |
2,463
+524
| +27% | +$56.2K | 0.13% | 82 |
|
|
2022
Q1 | $217K | Hold |
1,939
| – | – | 0.1% | 101 |
|
|
2021
Q4 | $203K | Buy |
+1,939
| New | +$203K | 0.08% | 109 |
|