Journey Strategic Wealth’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 | $978K | Buy |
8,292
+4,222
| +104% | +$498K | 0.03% | 170 |
|
|
2025
Q1 | $496K | Sell |
4,070
-23
| -0.6% | -$2.81K | 0.02% | 229 |
|
|
2024
Q4 | $441K | Buy |
4,093
+599
| +17% | +$64.5K | 0.02% | 245 |
|
|
2024
Q3 | $403K | Buy |
+3,494
| New | +$403K | 0.01% | 259 |
|
|
2023
Q1 | – | Sell |
-2,490
| Closed | -$256K | – | 262 |
|
|
2022
Q4 | $256K | Sell |
2,490
-810
| -25% | -$83.4K | 0.03% | 162 |
|
|
2022
Q3 | $307K | Buy |
+3,300
| New | +$307K | 0.04% | 104 |
|
|
2022
Q2 | – | Sell |
-3,326
| Closed | -$371K | – | 151 |
|
|
2022
Q1 | $371K | Buy |
3,326
+46
| +1% | +$5.13K | 0.04% | 81 |
|
|
2021
Q4 | $344K | Buy |
+3,280
| New | +$344K | 0.04% | 109 |
|