Cyrus J. Lawrence’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 |
-121
| Closed | -$13K | – | 85 |
|
|
2024
Q4 | $13K | Hold |
121
| – | – | ﹤0.01% | 176 |
|
|
2024
Q3 | $13K | Hold |
121
| – | – | ﹤0.01% | 158 |
|
|
2024
Q2 | $12K | Hold |
121
| – | – | ﹤0.01% | 161 |
|
|
2024
Q1 | $11K | Buy |
+121
| New | +$11K | ﹤0.01% | 149 |
|
|
2023
Q3 | $10K | Hold |
121
| – | – | ﹤0.01% | 128 |
|
|
2023
Q2 | $10 | Hold |
121
| – | – | ﹤0.01% | 145 |
|
|
2023
Q1 | $12K | Sell |
121
-887
| -88% | -$88K | ﹤0.01% | 147 |
|
|
2022
Q4 | $104K | Hold |
1,008
| – | – | 0.03% | 80 |
|
|
2022
Q3 | $93K | Sell |
1,008
-1,320
| -57% | -$122K | 0.02% | 85 |
|
|
2022
Q2 | $250K | Hold |
2,328
| – | – | 0.07% | 74 |
|
|
2022
Q1 | $260K | Buy |
+2,328
| New | +$260K | 0.06% | 76 |
|