Evoke Wealth’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 | $342K | Sell |
2,899
-232
| -7% | -$27.4K | 0.01% | 419 |
|
|
2025
Q1 | $382K | Buy |
3,131
+581
| +23% | +$70.9K | 0.01% | 311 |
|
|
2024
Q4 | $275K | Sell |
2,550
-70
| -3% | -$7.54K | 0.01% | 358 |
|
|
2024
Q3 | $302K | Buy |
+2,620
| New | +$302K | 0.01% | 333 |
|
|
2024
Q2 | – | Sell |
-2,521
| Closed | -$244K | – | 182 |
|
|
2024
Q1 | $244K | Buy |
+2,521
| New | +$244K | 0.01% | 347 |
|
|
2022
Q4 | – | Sell |
-1,441
| Closed | -$134K | – | 587 |
|
|
2022
Q3 | $134K | Buy |
1,441
+106
| +8% | +$9.86K | 0.01% | 375 |
|
|
2022
Q2 | $143K | Sell |
1,335
-188
| -12% | -$20.1K | 0.01% | 366 |
|
|
2022
Q1 | $170K | Buy |
1,523
+77
| +5% | +$8.6K | 0.01% | 373 |
|
|
2021
Q4 | $152K | Buy |
1,446
+11
| +0.8% | +$1.16K | ﹤0.01% | 395 |
|
|
2021
Q3 | $140K | Buy |
1,435
+665
| +86% | +$64.9K | 0.01% | 383 |
|
|
2021
Q2 | $76K | Sell |
770
-25
| -3% | -$2.47K | ﹤0.01% | 475 |
|
|
2021
Q1 | $77K | Buy |
795
+335
| +73% | +$32.4K | ﹤0.01% | 404 |
|
|
2020
Q4 | $42K | Buy |
460
+65
| +16% | +$5.94K | ﹤0.01% | 393 |
|
|
2020
Q3 | $35K | Sell |
395
-22
| -5% | -$1.95K | ﹤0.01% | 401 |
|
|
2020
Q2 | $33K | Buy |
417
+52
| +14% | +$4.12K | ﹤0.01% | 398 |
|
|
2020
Q1 | $29.5K | Sell |
365
-1,846
| -83% | -$149K | ﹤0.01% | 387 |
|
|
2019
Q4 | $202K | Sell |
2,211
-1
| -0% | -$91 | 0.03% | 217 |
|
|
2019
Q3 | $212K | Buy |
+2,212
| New | +$212K | 0.03% | 247 |
|