Obsidian Personal Planning Solutions’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 | $254K | Hold |
2,154
| – | – | 0.1% | 86 |
|
|
2025
Q1 | $263K | Hold |
2,154
| – | – | 0.12% | 77 |
|
|
2024
Q4 | $241K | Hold |
2,154
| – | – | 0.12% | 88 |
|
|
2024
Q3 | $248K | Sell |
2,154
-346
| -14% | -$39.9K | 0.13% | 74 |
|
|
2024
Q2 | $251K | Buy |
2,500
+13
| +0.5% | +$1.3K | 0.15% | 72 |
|
|
2024
Q1 | $244K | Sell |
2,487
-333
| -12% | -$32.7K | 0.16% | 74 |
|
|
2023
Q4 | $274K | Hold |
2,820
| – | – | 0.21% | 58 |
|
|
2023
Q3 | $249K | Hold |
2,820
| – | – | 0.21% | 59 |
|
|
2023
Q2 | $253K | Buy |
+2,820
| New | +$253K | 0.31% | 56 |
|