GSB 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 | $597K | Sell |
5,058
-180
| -3% | -$21.2K | 0.15% | 129 |
|
|
2025
Q1 | $639K | Sell |
5,238
-94
| -2% | -$11.5K | 0.17% | 121 |
|
|
2024
Q4 | $575K | Buy |
5,332
+14
| +0.3% | +$1.51K | 0.15% | 131 |
|
|
2024
Q3 | $613K | Sell |
5,318
-390
| -7% | -$45K | 0.16% | 130 |
|
|
2024
Q2 | $572K | Sell |
5,708
-150
| -3% | -$15K | 0.16% | 134 |
|
|
2024
Q1 | $566K | Sell |
5,858
-111
| -2% | -$10.7K | 0.16% | 135 |
|
|
2023
Q4 | $579K | Hold |
5,969
| – | – | 0.18% | 127 |
|
|
2023
Q3 | $527K | Buy |
5,969
+21
| +0.4% | +$1.85K | 0.18% | 129 |
|
|
2023
Q2 | $534K | Hold |
5,948
| – | – | 0.17% | 129 |
|
|
2023
Q1 | $574K | Sell |
5,948
-4,028
| -40% | -$389K | 0.19% | 136 |
|
|
2022
Q4 | $1.03M | Sell |
9,976
-1,000
| -9% | -$103K | 0.37% | 95 |
|
|
2022
Q3 | $1.02M | Hold |
10,976
| – | – | 0.37% | 99 |
|
|
2022
Q2 | $1.18M | Sell |
10,976
-633
| -5% | -$67.9K | 0.4% | 93 |
|
|
2022
Q1 | $1.3M | Hold |
11,609
| – | – | 0.38% | 96 |
|
|
2021
Q4 | $1.22M | Buy |
11,609
+2,159
| +23% | +$227K | 0.35% | 99 |
|
|
2021
Q3 | $922K | Sell |
9,450
-2,409
| -20% | -$235K | 0.47% | 65 |
|
|
2021
Q2 | $1.17M | Hold |
11,859
| – | – | 0.36% | 89 |
|
|
2021
Q1 | $1.15M | Buy |
+11,859
| New | +$1.15M | 0.38% | 86 |
|