Continuum Advisory’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
Q3 | $1.54M | Buy |
|
|||||
|
2025
Q2 | $1.06M | Buy |
|
|||||
|
2025
Q1 | $898K | Buy |
|
|||||
|
2024
Q4 | $750K | Buy |
|
|||||
|
2024
Q3 | $767K | Sell |
|
|||||
|
2024
Q2 | $731K | Sell |
|
|||||
|
2024
Q1 | $754K | Sell |
|
|||||
|
2023
Q4 | $1.01M | Buy |
|
|||||
|
2023
Q3 | $914K | Buy |
|
|||||
|
2023
Q2 | $908K | Buy |
|
|||||
|
2023
Q1 | $934K | Buy |
|
|||||
|
2022
Q4 | $967K | Buy |
|
|||||
|
2022
Q3 | $738K | Sell |
|
|||||
|
2022
Q2 | $890K | Buy |
|
|||||
|
2022
Q1 | $756K | Buy |
|
|||||
|
2021
Q4 | $293K | Buy |
|
|||||
|
2021
Q3 | $236K | Buy |
|
|||||
|
2021
Q2 | $238K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $247K | Sell |
|
|||||
|
2017
Q4 | $513K | Buy |
|
|||||
|
2017
Q3 | $454K | Sell |
|
|||||
|
2017
Q2 | $473K | Buy |
|
|||||
|
2017
Q1 | $454K | Buy |
|