Frisch Financial 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 | – | Sell |
-1,872
| Closed | -$228K | – | 146 |
|
|
2025
Q1 | $228K | Buy |
+1,872
| New | +$228K | 0.06% | 116 |
|
|
2023
Q1 | – | Sell |
-2,355
| Closed | -$243K | – | 121 |
|
|
2022
Q4 | $243K | Buy |
+2,355
| New | +$243K | 0.09% | 115 |
|
|
2021
Q2 | – | Sell |
-2,319
| Closed | -$224K | – | 155 |
|
|
2021
Q1 | $224K | Buy |
2,319
+10
| +0.4% | +$966 | 0.08% | 139 |
|
|
2020
Q4 | $211K | Buy |
+2,309
| New | +$211K | 0.08% | 127 |
|