Lloyd Advisory Services’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
Q3 | $364K | Buy |
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|
2025
Q2 | $291K | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $319K | Sell |
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|
2024
Q2 | $369K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $307K | Buy |
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|
2021
Q3 | $283K | Sell |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $264K | Sell |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $289K | Sell |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $441K | Buy |
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