Old Point Trust & Financial Services N A’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 | $233K | Hold |
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|
2025
Q2 | $222K | Sell |
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|
2025
Q1 | $248K | Buy |
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|
2024
Q4 | $117K | Hold |
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|
2024
Q3 | $125K | Hold |
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|
2024
Q2 | $108K | Sell |
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|
2024
Q1 | $107K | Sell |
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|
2023
Q4 | $127K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $122K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $303K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $263K | Hold |
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|
2019
Q2 | $242K | Hold |
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|
2019
Q1 | $247K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Sell |
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|
2018
Q2 | $203K | Sell |
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|
2018
Q1 | $209K | Hold |
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|
2017
Q4 | $227K | Hold |
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|
2017
Q3 | $227K | Hold |
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|
2017
Q2 | $226K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $321K | Hold |
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|
2014
Q3 | $288K | Buy |
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|
2014
Q2 | $245K | Sell |
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|
2014
Q1 | $240K | Hold |
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|
2013
Q4 | $232K | Sell |
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|
2013
Q3 | $249K | Buy |
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|
2013
Q2 | $245K | Buy |
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