Kohmann Bosshard Financial Services’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 | $284K | Hold |
2,406
| – | – | 0.03% | 157 |
|
|
2025
Q1 | $293K | Sell |
2,406
-100
| -4% | -$12.2K | 0.03% | 167 |
|
|
2024
Q4 | $270K | Sell |
2,506
-20
| -0.8% | -$2.16K | 0.03% | 164 |
|
|
2024
Q3 | $291K | Hold |
2,526
| – | – | 0.04% | 163 |
|
|
2024
Q2 | $253K | Hold |
2,526
| – | – | 0.03% | 167 |
|
|
2024
Q1 | $244K | Buy |
2,526
+230
| +10% | +$22.2K | 0.03% | 176 |
|
|
2023
Q4 | $223K | Hold |
2,296
| – | – | 0.03% | 175 |
|
|
2023
Q3 | $203K | Hold |
2,296
| – | – | 0.03% | 171 |
|
|
2023
Q2 | $206K | Buy |
+2,296
| New | +$206K | 0.04% | 166 |
|
|
2023
Q1 | – | Sell |
-1,991
| Closed | -$205K | – | 168 |
|
|
2022
Q4 | $205K | Buy |
+1,991
| New | +$205K | 0.04% | 149 |
|
|
2020
Q2 | – | Sell |
-2,445
| Closed | -$198K | – | 125 |
|
|
2020
Q1 | $198K | Buy |
+2,445
| New | +$198K | 0.09% | 76 |
|
|
2019
Q4 | – | Sell |
-1,523
| Closed | -$146K | – | 114 |
|
|
2019
Q3 | $146K | Sell |
1,523
-2,449
| -62% | -$235K | 0.06% | 89 |
|
|
2019
Q2 | $350K | Buy |
+3,972
| New | +$350K | 0.15% | 56 |
|