GoalVest Advisory’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 | $91K | Buy |
771
+204
| +36% | +$24.1K | 0.02% | 177 |
|
|
2025
Q1 | $69.2K | Buy |
567
+1
| +0.2% | +$122 | 0.02% | 163 |
|
|
2024
Q4 | $61K | Hold |
566
| – | – | 0.02% | 176 |
|
|
2024
Q3 | $65.3K | Hold |
566
| – | – | 0.02% | 168 |
|
|
2024
Q2 | $56.7K | Sell |
566
-325
| -36% | -$32.6K | 0.02% | 166 |
|
|
2024
Q1 | $86.2K | Buy |
891
+801
| +890% | +$77.5K | 0.03% | 156 |
|
|
2023
Q4 | $8.73K | Buy |
90
+70
| +350% | +$6.79K | ﹤0.01% | 261 |
|
|
2023
Q3 | $1.77K | Buy |
+20
| New | +$1.77K | ﹤0.01% | 430 |
|
|
2022
Q2 | – | Sell |
-111
| Closed | -$12K | – | 368 |
|
|
2022
Q1 | $12K | Buy |
+111
| New | +$12K | 0.01% | 229 |
|
|
2021
Q1 | – | Sell |
-80
| Closed | -$7K | – | 185 |
|
|
2020
Q4 | $7K | Buy |
+80
| New | +$7K | 0.01% | 174 |
|