GPS Wealth Strategies 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 | $118K | Buy |
999
+22
| +2% | +$2.6K | 0.01% | 429 |
|
|
2025
Q1 | $119K | Hold |
977
| – | – | 0.02% | 411 |
|
|
2024
Q4 | $105K | Buy |
977
+7
| +0.7% | +$754 | 0.01% | 418 |
|
|
2024
Q3 | $112K | Sell |
970
-283
| -23% | -$32.6K | 0.01% | 409 |
|
|
2024
Q2 | $126K | Buy |
1,253
+300
| +31% | +$30.1K | 0.02% | 350 |
|
|
2024
Q1 | $92.2K | Sell |
953
-46
| -5% | -$4.45K | 0.01% | 396 |
|
|
2023
Q4 | $96.9K | Hold |
999
| – | – | 0.02% | 364 |
|
|
2023
Q3 | $88.2K | Sell |
999
-329
| -25% | -$29K | 0.02% | 382 |
|
|
2023
Q2 | $119K | Sell |
1,328
-80
| -6% | -$7.18K | 0.02% | 335 |
|
|
2023
Q1 | $136K | Buy |
+1,408
| New | +$136K | 0.03% | 292 |
|
|
2022
Q4 | – | Sell |
-588
| Closed | -$55K | – | 380 |
|
|
2022
Q3 | $55K | Buy |
588
+1
| +0.2% | +$94 | 0.01% | 413 |
|
|
2022
Q2 | $63K | Hold |
587
| – | – | 0.02% | 402 |
|
|
2022
Q1 | $66K | Buy |
587
+33
| +6% | +$3.71K | 0.01% | 377 |
|
|
2021
Q4 | $58K | Buy |
554
+280
| +102% | +$29.3K | 0.01% | 378 |
|
|
2021
Q3 | $27K | Buy |
274
+39
| +17% | +$3.84K | 0.01% | 514 |
|
|
2021
Q2 | $23K | Hold |
235
| – | – | 0.01% | 552 |
|
|
2021
Q1 | $22K | Buy |
+235
| New | +$22K | 0.01% | 525 |
|