DHJJ Financial Advisors’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 | $19.5K | Hold |
165
| – | – | 0.01% | 482 |
|
|
2025
Q1 | $20.1K | Hold |
165
| – | – | 0.01% | 428 |
|
|
2024
Q4 | $17.8K | Hold |
165
| – | – | 0.01% | 435 |
|
|
2024
Q3 | $19K | Hold |
165
| – | – | 0.01% | 415 |
|
|
2024
Q2 | $16.5K | Hold |
165
| – | – | 0.01% | 396 |
|
|
2024
Q1 | $16K | Sell |
165
-15
| -8% | -$1.45K | 0.01% | 387 |
|
|
2023
Q4 | $17.5K | Hold |
180
| – | – | 0.01% | 375 |
|
|
2023
Q3 | $15.9K | Buy |
+180
| New | +$15.9K | 0.01% | 382 |
|