DA
Doliver Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Sell |
7,778
-1,558
| -17% | -$184K | 0.25% | 72 |
|
|
2025
Q1 | $1.14M | Sell |
9,336
-400
| -4% | -$48.8K | 0.32% | 54 |
|
|
2024
Q4 | $1.05M | Buy |
9,736
+1,423
| +17% | +$153K | 0.29% | 59 |
|
|
2024
Q3 | $958K | Buy |
8,313
+185
| +2% | +$21.3K | 0.26% | 64 |
|
|
2024
Q2 | $815K | Buy |
8,128
+2,131
| +36% | +$214K | 0.23% | 66 |
|
|
2024
Q1 | $580K | Sell |
5,997
-78
| -1% | -$7.54K | 0.16% | 87 |
|
|
2023
Q4 | $590K | Sell |
6,075
-365
| -6% | -$35.4K | 0.18% | 80 |
|
|
2023
Q3 | $568K | Buy |
6,440
+205
| +3% | +$18.1K | 0.17% | 80 |
|
|
2023
Q2 | $560K | Buy |
6,235
+515
| +9% | +$46.2K | 0.17% | 87 |
|
|
2023
Q1 | $552K | Sell |
5,720
-905
| -14% | -$87.3K | 0.17% | 80 |
|
|
2022
Q4 | $682K | Buy |
6,625
+4,140
| +167% | +$426K | 0.22% | 72 |
|
|
2022
Q3 | $231K | Sell |
2,485
-280
| -10% | -$26K | 0.09% | 130 |
|
|
2022
Q2 | $296K | Sell |
2,765
-2,116
| -43% | -$227K | 0.11% | 123 |
|
|
2022
Q1 | $545K | Buy |
4,881
+194
| +4% | +$21.7K | 0.17% | 92 |
|
|
2021
Q4 | $489K | Sell |
4,687
-354
| -7% | -$36.9K | 0.15% | 92 |
|
|
2021
Q3 | $492K | Buy |
5,041
+985
| +24% | +$96.1K | 0.17% | 97 |
|
|
2021
Q2 | $400K | Sell |
4,056
-1,511
| -27% | -$149K | 0.13% | 100 |
|
|
2021
Q1 | $537K | Buy |
5,567
+1,132
| +26% | +$109K | 0.2% | 79 |
|
|
2020
Q4 | $406K | Sell |
4,435
-60
| -1% | -$5.49K | 0.18% | 85 |
|
|
2020
Q3 | $398K | Buy |
4,495
+790
| +21% | +$69.9K | 0.2% | 89 |
|
|
2020
Q2 | $296K | Buy |
3,705
+510
| +16% | +$40.7K | 0.13% | 101 |
|
|
2020
Q1 | $277K | Buy |
3,195
+280
| +10% | +$24.3K | 0.14% | 90 |
|
|
2019
Q4 | $266K | Buy |
+2,915
| New | +$266K | 0.11% | 88 |
|
|
2018
Q4 | – | Sell |
-2,732
| Closed | -$219K | – | 158 |
|
|
2018
Q3 | $219K | Sell |
2,732
-300
| -10% | -$24K | 0.09% | 149 |
|
|
2018
Q2 | $240K | Buy |
+3,032
| New | +$240K | 0.1% | 164 |
|