Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.82M | Buy |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $2.19M | Buy |
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|
2022
Q4 | $2.16M | Buy |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $2.1M | Sell |
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|
2021
Q3 | $1.98M | Sell |
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|
2021
Q2 | $2.1M | Buy |
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|
2021
Q1 | $1.98M | Sell |
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|
2020
Q4 | $1.9M | Buy |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.45M | Buy |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $332K | Sell |
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|
2019
Q2 | $1.4M | Buy |
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|
2019
Q1 | $1.38M | Sell |
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|
2018
Q4 | $1.36M | Buy |
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|
2018
Q3 | $320K | Buy |
|