First Western Trust Bank’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 | $431K | Hold |
3,651
| – | – | 0.02% | 127 |
|
|
2025
Q1 | $445K | Hold |
3,651
| – | – | 0.02% | 123 |
|
|
2024
Q4 | $393K | Hold |
3,651
| – | – | 0.02% | 136 |
|
|
2024
Q3 | $421K | Hold |
3,651
| – | – | 0.02% | 138 |
|
|
2024
Q2 | $366K | Hold |
3,651
| – | – | 0.02% | 137 |
|
|
2024
Q1 | $353K | Buy |
3,651
+58
| +2% | +$5.61K | 0.02% | 150 |
|
|
2023
Q4 | $349K | Buy |
3,593
+849
| +31% | +$82.4K | 0.02% | 153 |
|
|
2023
Q3 | $242K | Sell |
2,744
-401
| -13% | -$35.4K | 0.01% | 157 |
|
|
2023
Q2 | $282K | Buy |
3,145
+15
| +0.5% | +$1.35K | 0.01% | 157 |
|
|
2023
Q1 | $302K | Buy |
3,130
+1
| +0% | +$96 | 0.02% | 156 |
|
|
2022
Q4 | $322K | Sell |
3,129
-34
| -1% | -$3.5K | 0.02% | 150 |
|
|
2022
Q3 | $294K | Buy |
3,163
+1
| +0% | +$93 | 0.02% | 138 |
|
|
2022
Q2 | $335K | Hold |
3,162
| – | – | 0.02% | 133 |
|
|
2022
Q1 | $352K | Buy |
+3,162
| New | +$352K | 0.02% | 143 |
|