GoalVest Advisory’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 | $95.4K | Hold |
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2025
Q2 | $91K | Buy |
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2025
Q1 | $69.2K | Buy |
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|
2024
Q4 | $61K | Hold |
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|
2024
Q3 | $65.3K | Hold |
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|
2024
Q2 | $56.7K | Sell |
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|
2024
Q1 | $86.2K | Buy |
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|
2023
Q4 | $8.73K | Buy |
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|
2023
Q3 | $1.76K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $7K | Buy |
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