Kingswood Wealth Advisors’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 | $2.38M | Sell |
20,210
-224
| -1% | -$26.4K | 0.19% | 117 |
|
|
2025
Q1 | $2.49M | Buy |
20,434
+96
| +0.5% | +$11.7K | 0.23% | 104 |
|
|
2024
Q4 | $2.19M | Sell |
20,338
-11,261
| -36% | -$1.21M | 0.16% | 138 |
|
|
2024
Q3 | $3.64M | Buy |
31,599
+7,901
| +33% | +$911K | 0.26% | 86 |
|
|
2024
Q2 | $2.38M | Buy |
23,698
+4,411
| +23% | +$442K | 0.21% | 102 |
|
|
2024
Q1 | $1.87M | Sell |
19,287
-2,805
| -13% | -$271K | 0.22% | 118 |
|
|
2023
Q4 | $2.14M | Buy |
22,092
+7,991
| +57% | +$775K | 0.24% | 93 |
|
|
2023
Q3 | $2.53M | Sell |
14,101
-464
| -3% | -$83.1K | 0.43% | 58 |
|
|
2023
Q2 | $1.31M | Buy |
+14,565
| New | +$1.31M | 0.42% | 59 |
|