FullCircle 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 | $217K | Buy |
1,748
+10
| +0.6% | +$1.24K | 0.08% | 244 |
|
|
2025
Q1 | $210K | Sell |
1,738
-308
| -15% | -$37.2K | 0.09% | 225 |
|
|
2024
Q4 | $233K | Sell |
2,046
-19
| -0.9% | -$2.17K | 0.1% | 178 |
|
|
2024
Q3 | $242K | Sell |
2,065
-971
| -32% | -$114K | 0.11% | 162 |
|
|
2024
Q2 | $330K | Buy |
+3,036
| New | +$330K | 0.16% | 131 |
|