OWA
Octavia Wealth Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
3,802
-1,063
| -22% | -$125K | 0.05% | 125 |
|
|
2025
Q1 | $593K | Sell |
4,865
-34
| -0.7% | -$4.15K | 0.07% | 108 |
|
|
2024
Q4 | $528K | Buy |
4,899
+14
| +0.3% | +$1.51K | 0.06% | 115 |
|
|
2024
Q3 | $563K | Sell |
4,885
-230
| -4% | -$26.5K | 0.07% | 104 |
|
|
2024
Q2 | $513K | Buy |
5,115
+1,012
| +25% | +$101K | 0.07% | 108 |
|
|
2024
Q1 | $397K | Sell |
4,103
-1,111
| -21% | -$107K | 0.06% | 142 |
|
|
2023
Q4 | $506K | Sell |
5,214
-1,375
| -21% | -$133K | 0.09% | 118 |
|
|
2023
Q3 | $582K | Buy |
6,589
+1,130
| +21% | +$99.7K | 0.12% | 94 |
|
|
2023
Q2 | $490K | Buy |
5,459
+1,692
| +45% | +$152K | 0.1% | 102 |
|
|
2023
Q1 | $363K | Buy |
3,767
+452
| +14% | +$43.6K | 0.08% | 112 |
|
|
2022
Q4 | $341K | Buy |
3,315
+194
| +6% | +$20K | 0.08% | 128 |
|
|
2022
Q3 | $290K | Sell |
3,121
-26
| -0.8% | -$2.42K | 0.08% | 128 |
|
|
2022
Q2 | $337K | Buy |
3,147
+67
| +2% | +$7.18K | 0.09% | 122 |
|
|
2022
Q1 | $344K | Sell |
3,080
-925
| -23% | -$103K | 0.08% | 128 |
|
|
2021
Q4 | $420K | Buy |
4,005
+1,655
| +70% | +$174K | 0.09% | 118 |
|
|
2021
Q3 | $230K | Sell |
2,350
-881
| -27% | -$86.2K | 0.06% | 167 |
|
|
2021
Q2 | $319K | Buy |
3,231
+82
| +3% | +$8.1K | 0.08% | 124 |
|
|
2021
Q1 | $304K | Sell |
3,149
-176
| -5% | -$17K | 0.09% | 130 |
|
|
2020
Q4 | $304K | Buy |
+3,325
| New | +$304K | 0.1% | 126 |
|