Compass Wealth Management’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 | – | Sell |
-290
| Closed | -$35.4K | – | 216 |
|
|
2025
Q1 | $35.4K | Hold |
290
| – | – | 0.01% | 273 |
|
|
2024
Q4 | $31.2K | Hold |
290
| – | – | 0.01% | 291 |
|
|
2024
Q3 | $33.4K | Hold |
290
| – | – | 0.01% | 287 |
|
|
2024
Q2 | $29.1K | Hold |
290
| – | – | 0.01% | 297 |
|
|
2024
Q1 | $28K | Sell |
290
-110
| -28% | -$10.6K | 0.01% | 302 |
|
|
2023
Q4 | $38.8K | Hold |
400
| – | – | 0.01% | 266 |
|
|
2023
Q3 | $35.3K | Hold |
400
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $35.9K | Hold |
400
| – | – | 0.01% | 274 |
|
|
2023
Q1 | $38.6K | Hold |
400
| – | – | 0.01% | 264 |
|
|
2022
Q4 | $41.2K | Buy |
+400
| New | +$41.2K | 0.01% | 252 |
|