Pacific Capital Wealth Advisors’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 |
-317
| Closed | -$34.2K | – | 166 |
|
|
2024
Q4 | $34.2K | Hold |
317
| – | – | 0.01% | 181 |
|
|
2024
Q3 | $36.6K | Sell |
317
-91
| -22% | -$10.5K | 0.01% | 187 |
|
|
2024
Q2 | $40.9K | Buy |
408
+44
| +12% | +$4.41K | 0.01% | 171 |
|
|
2024
Q1 | $35.2K | Buy |
364
+47
| +15% | +$4.55K | 0.01% | 161 |
|
|
2023
Q4 | $30.8K | Buy |
+317
| New | +$30.8K | 0.01% | 169 |
|
|
2020
Q4 | – | Sell |
-317
| Closed | -$28K | – | 99 |
|
|
2020
Q3 | $28K | Buy |
+317
| New | +$28K | 0.02% | 128 |
|