Lockerman Financial Group’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 | $307K | Buy |
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|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $259K | Hold |
|
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|
2024
Q3 | $277K | Sell |
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $206K | Buy |
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