O'Dell Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,069
| Closed | -$223K | – | 49 |
|
|
2024
Q4 | $223K | Buy |
2,069
+62
| +3% | +$6.68K | 0.05% | 93 |
|
|
2024
Q3 | $231K | Buy |
+2,007
| New | +$231K | 0.05% | 86 |
|
|
2024
Q1 | – | Sell |
-283
| Closed | -$27.5K | – | 191 |
|
|
2023
Q4 | $27.5K | Buy |
+283
| New | +$27.5K | 0.01% | 264 |
|
|
2023
Q3 | – | Sell |
-83
| Closed | -$7.45K | – | 172 |
|
|
2023
Q2 | $7.45K | Buy |
+83
| New | +$7.45K | ﹤0.01% | 365 |
|
|
2022
Q4 | – | Sell |
-83
| Closed | -$8K | – | 159 |
|
|
2022
Q3 | $8K | Hold |
83
| – | – | ﹤0.01% | 301 |
|
|
2022
Q2 | $9K | Hold |
83
| – | – | ﹤0.01% | 283 |
|
|
2022
Q1 | $9K | Hold |
83
| – | – | ﹤0.01% | 320 |
|
|
2021
Q4 | $9K | Sell |
83
-10
| -11% | -$1.08K | ﹤0.01% | 311 |
|
|
2021
Q3 | $9K | Buy |
+93
| New | +$9K | ﹤0.01% | 303 |
|