Quotient Wealth Partners’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 | $412K | Buy |
3,495
+178
| +5% | +$21K | 0.01% | 214 |
|
|
2025
Q1 | $405K | Buy |
3,317
+221
| +7% | +$27K | 0.01% | 213 |
|
|
2024
Q4 | $334K | Buy |
3,096
+266
| +9% | +$28.7K | 0.01% | 227 |
|
|
2024
Q3 | $326K | Buy |
2,830
+18
| +0.6% | +$2.08K | 0.01% | 235 |
|
|
2024
Q2 | $282K | Buy |
2,812
+344
| +14% | +$34.5K | 0.01% | 256 |
|
|
2024
Q1 | $239K | Buy |
+2,468
| New | +$239K | 0.01% | 270 |
|