Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $618K | Buy |
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|
2023
Q1 | $657K | Buy |
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|
2022
Q4 | $647K | Sell |
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|
2022
Q3 | $623K | Buy |
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|
2022
Q2 | $672K | Sell |
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|
2022
Q1 | $706K | Sell |
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|
2021
Q4 | $693K | Sell |
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|
2021
Q3 | $664K | Sell |
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|
2021
Q2 | $707K | Buy |
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|
2021
Q1 | $684K | Sell |
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|
2020
Q4 | $680K | Buy |
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|
2020
Q3 | $649K | Buy |
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|
2020
Q2 | $575K | Sell |
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|
2020
Q1 | $586K | Buy |
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|
2019
Q4 | $250K | Sell |
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|
2019
Q3 | $282K | Hold |
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|
2019
Q2 | $259K | Hold |
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|
2019
Q1 | $265K | Buy |
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|
2018
Q4 | $251K | Hold |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $230K | Sell |
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|
2018
Q1 | $264K | Sell |
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|
2017
Q4 | $308K | Hold |
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|
2017
Q3 | $307K | Sell |
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|
2017
Q2 | $312K | Hold |
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|
2017
Q1 | $306K | Sell |
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|
2016
Q4 | $334K | Hold |
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|
2016
Q3 | $332K | Hold |
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|
2016
Q2 | $369K | Sell |
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|
2016
Q1 | $354 | Sell |
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|
2015
Q4 | $385K | Hold |
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|
2015
Q3 | $392K | Sell |
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|
2015
Q2 | $463K | Hold |
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|
2015
Q1 | $503K | Sell |
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|
2014
Q4 | $549K | Hold |
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|
2014
Q3 | $491K | Sell |
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|
2014
Q2 | $673K | Sell |
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|
2014
Q1 | $648K | Sell |
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|
2013
Q4 | $630K | Sell |
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|
2013
Q3 | $617K | Sell |
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|
2013
Q2 | $1.85M | Buy |
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