LGT Financial 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 | $85.8K | Buy |
726
+6
| +0.8% | +$709 | 0.22% | 80 |
|
|
2025
Q1 | $87.9K | Buy |
720
+6
| +0.8% | +$732 | 0.27% | 83 |
|
|
2024
Q4 | $76.9K | Buy |
714
+6
| +0.8% | +$646 | 0.17% | 114 |
|
|
2024
Q3 | $81.6K | Sell |
708
-632
| -47% | -$72.8K | 0.2% | 83 |
|
|
2024
Q2 | $134K | Buy |
1,340
+13
| +1% | +$1.3K | 0.28% | 63 |
|
|
2024
Q1 | $128K | Buy |
1,327
+14
| +1% | +$1.35K | 0.15% | 156 |
|
|
2023
Q4 | $127K | Buy |
1,313
+14
| +1% | +$1.36K | 0.16% | 146 |
|
|
2023
Q3 | $115K | Sell |
1,299
-7,434
| -85% | -$656K | 0.15% | 146 |
|
|
2023
Q2 | $784K | Buy |
8,733
+4,574
| +110% | +$410K | 0.83% | 39 |
|
|
2023
Q1 | $401K | Buy |
+4,159
| New | +$401K | 0.75% | 27 |
|