GSB Wealth Management’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 | $620K | Sell |
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|
2025
Q2 | $597K | Sell |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $575K | Buy |
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|
2024
Q3 | $613K | Sell |
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|
2024
Q2 | $572K | Sell |
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|
2024
Q1 | $566K | Sell |
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|
2023
Q4 | $579K | Hold |
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|
2023
Q3 | $527K | Buy |
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|
2023
Q2 | $534K | Hold |
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|
2023
Q1 | $574K | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.02M | Hold |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.3M | Hold |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $922K | Sell |
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|
2021
Q2 | $1.17M | Hold |
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|
2021
Q1 | $1.15M | Buy |
|