Diversify Advisory Services’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 | $655K | Buy |
5,266
+1,630
| +45% | +$203K | 0.03% | 443 |
|
|
2025
Q1 | $442K | Sell |
3,636
-106
| -3% | -$12.9K | 0.03% | 385 |
|
|
2024
Q4 | $396K | Buy |
3,742
+663
| +22% | +$70.2K | 0.02% | 410 |
|
|
2024
Q3 | $369K | Buy |
3,079
+323
| +12% | +$38.7K | 0.02% | 447 |
|
|
2024
Q2 | $278K | Sell |
2,756
-978
| -26% | -$98.7K | 0.02% | 531 |
|
|
2024
Q1 | $359K | Buy |
+3,734
| New | +$359K | 0.02% | 496 |
|