Red Tortoise LLC’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 | $12.9K | Hold |
109
| – | – | 0.01% | 228 |
|
|
2025
Q1 | $13.3K | Hold |
109
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $11.7K | Hold |
109
| – | – | 0.01% | 224 |
|
|
2024
Q3 | $12.6K | Hold |
109
| – | – | 0.01% | 213 |
|
|
2024
Q2 | $10.9K | Hold |
109
| – | – | 0.01% | 225 |
|
|
2024
Q1 | $10.5K | Hold |
109
| – | – | 0.01% | 215 |
|
|
2023
Q4 | $10.6K | Sell |
109
-52
| -32% | -$5.05K | 0.01% | 177 |
|
|
2023
Q3 | $14.2K | Buy |
161
+109
| +210% | +$9.62K | 0.01% | 150 |
|
|
2023
Q2 | $4.67K | Hold |
52
| – | – | ﹤0.01% | 298 |
|
|
2023
Q1 | $5.02K | Sell |
52
-147
| -74% | -$14.2K | ﹤0.01% | 268 |
|
|
2022
Q4 | $20.5K | Buy |
+199
| New | +$20.5K | 0.01% | 173 |
|
|
2021
Q4 | – | Sell |
-199
| Closed | -$19K | – | 207 |
|
|
2021
Q3 | $19K | Buy |
+199
| New | +$19K | 0.01% | 164 |
|