Olistico Wealth’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 | $60.2K | Buy |
510
+250
| +96% | +$29.5K | 0.03% | 151 |
|
|
2025
Q1 | $31.8K | Sell |
260
-20
| -7% | -$2.44K | 0.02% | 184 |
|
|
2024
Q4 | $30.2K | Hold |
280
| – | – | 0.02% | 189 |
|
|
2024
Q3 | $32.3K | Sell |
280
-20
| -7% | -$2.31K | 0.02% | 185 |
|
|
2024
Q2 | $30.1K | Buy |
+300
| New | +$30.1K | 0.02% | 187 |
|