Curi Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.44M | Sell |
|
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|
2023
Q1 | $1.6M | Sell |
|
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|
2022
Q4 | $2.03M | Buy |
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|
2022
Q3 | $1.6M | Buy |
|
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|
2022
Q2 | $557K | Buy |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $527K | Buy |
|
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|
2021
Q3 | $489K | Buy |
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|
2021
Q2 | $494K | Buy |
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|
2021
Q1 | $482K | Sell |
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|
2020
Q4 | $639K | Buy |
|