Marshall Financial Group (Maryland)’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 | $814K | Sell |
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|
2025
Q2 | $839K | Sell |
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|
2025
Q1 | $920K | Sell |
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|
2024
Q4 | $861K | Sell |
|
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|
2024
Q3 | $978K | Buy |
|
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $1.99M | Buy |
|
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|
2023
Q1 | $2.05M | Buy |
|
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|
2022
Q4 | $2.14M | Buy |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $207K | Buy |
|