First Foundation Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $200K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q2 | $189K | Buy |
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|
2024
Q1 | $112K | Sell |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $275K | Buy |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $374K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $312K | Sell |
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|
2018
Q4 | $308K | Sell |
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|
2018
Q3 | $317K | Buy |
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|
2018
Q2 | $293K | Buy |
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|
2018
Q1 | $265K | Sell |
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|
2017
Q4 | $320K | Buy |
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|
2017
Q3 | $313K | Sell |
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|
2017
Q2 | $382K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $209K | Buy |
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