Lindbrook Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $356K | Buy |
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|
2024
Q2 | $305K | Buy |
|
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|
2024
Q1 | $200K | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $186K | Buy |
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|
2023
Q2 | $140K | Sell |
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|
2023
Q1 | $196K | Sell |
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|
2022
Q4 | $245K | Buy |
|
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|
2022
Q3 | $186K | Buy |
|
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $194K | Buy |
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|
2021
Q4 | $174K | Buy |
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|
2021
Q3 | $86K | Buy |
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|
2021
Q2 | $84K | Buy |
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|
2021
Q1 | $79K | Buy |
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|
2020
Q4 | $68K | Buy |
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|
2020
Q3 | $57K | Sell |
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|
2020
Q2 | $57K | Sell |
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|
2020
Q1 | $66K | Sell |
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|
2019
Q4 | $80K | Buy |
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|
2019
Q3 | $81K | Sell |
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|
2019
Q2 | $78K | Hold |
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|
2019
Q1 | $79K | Hold |
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|
2018
Q4 | $76K | Buy |
|