Golden State Wealth Management’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 | $542K | Buy |
4,596
+531
| +13% | +$62.7K | 0.07% | 215 |
|
|
2025
Q1 | $496K | Buy |
4,065
+23
| +0.6% | +$2.81K | 0.07% | 205 |
|
|
2024
Q4 | $436K | Buy |
+4,042
| New | +$436K | 0.07% | 213 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 433 |
|
|
2020
Q2 | – | Sell |
-783
| Closed | -$63K | – | 346 |
|
|
2020
Q1 | $63K | Buy |
+783
| New | +$63K | 0.03% | 319 |
|
|
2019
Q4 | – | Sell |
-1,014
| Closed | -$97K | – | 256 |
|
|
2019
Q3 | $97K | Buy |
1,014
+458
| +82% | +$43.8K | 0.03% | 318 |
|
|
2019
Q2 | $49K | Sell |
556
-199
| -26% | -$17.5K | 0.02% | 459 |
|
|
2019
Q1 | $68K | Buy |
+755
| New | +$68K | 0.02% | 381 |
|