Planned Solutions’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 | $219K | Hold |
1,852
| – | – | 0.08% | 113 |
|
|
2025
Q1 | $226K | Buy |
+1,852
| New | +$226K | 0.09% | 104 |
|
|
2024
Q4 | – | Sell |
-1,852
| Closed | -$214K | – | 246 |
|
|
2024
Q3 | $214K | Buy |
+1,852
| New | +$214K | 0.09% | 106 |
|
|
2024
Q1 | – | Sell |
-1,340
| Closed | -$130K | – | 209 |
|
|
2023
Q4 | $130K | Buy |
+1,340
| New | +$130K | 0.06% | 144 |
|
|
2021
Q1 | – | Sell |
-738
| Closed | -$68K | – | 153 |
|
|
2020
Q4 | $68K | Hold |
738
| – | – | 0.05% | 154 |
|
|
2020
Q3 | $65K | Buy |
+738
| New | +$65K | 0.06% | 116 |
|