Fortitude Advisory Group’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 | $211K | Hold |
1,789
| – | – | 0.12% | 185 |
|
|
2025
Q1 | $215K | Buy |
+1,789
| New | +$215K | 0.15% | 162 |
|
|
2024
Q4 | – | Sell |
-1,940
| Closed | -$224K | – | 207 |
|
|
2024
Q3 | $224K | Sell |
1,940
-222
| -10% | -$25.6K | 0.14% | 172 |
|
|
2024
Q2 | $217K | Sell |
2,162
-244
| -10% | -$24.5K | 0.13% | 164 |
|
|
2024
Q1 | $233K | Sell |
2,406
-767
| -24% | -$74.2K | 0.13% | 167 |
|
|
2023
Q4 | $308K | Buy |
3,173
+252
| +9% | +$24.5K | 0.19% | 124 |
|
|
2023
Q3 | $258K | Buy |
2,921
+33
| +1% | +$2.91K | 0.17% | 135 |
|
|
2023
Q2 | $259K | Sell |
2,888
-118
| -4% | -$10.6K | 0.19% | 131 |
|
|
2023
Q1 | $290K | Buy |
3,006
+4
| +0.1% | +$386 | 0.22% | 120 |
|
|
2022
Q4 | $309K | Buy |
3,002
+104
| +4% | +$10.7K | 0.26% | 108 |
|
|
2022
Q3 | $270K | Buy |
2,898
+101
| +4% | +$9.41K | 0.26% | 106 |
|
|
2022
Q2 | $300K | Sell |
2,797
-145
| -5% | -$15.6K | 0.27% | 96 |
|
|
2022
Q1 | $328K | Buy |
2,942
+115
| +4% | +$12.8K | 0.17% | 105 |
|
|
2021
Q4 | $296K | Buy |
+2,827
| New | +$296K | 0.15% | 125 |
|