Redmont 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 | $164K | Buy |
+1,347
| New | +$164K | 0.32% | 59 |
|
|
2024
Q4 | – | Sell |
-1,170
| Closed | -$135K | – | 138 |
|
|
2024
Q3 | $135K | Hold |
1,170
| – | – | 0.21% | 68 |
|
|
2024
Q2 | $117K | Hold |
1,170
| – | – | 0.18% | 70 |
|
|
2024
Q1 | $113K | Buy |
+1,170
| New | +$113K | 0.16% | 70 |
|
|
2023
Q1 | – | Sell |
-2,170
| Closed | -$223K | – | 80 |
|
|
2022
Q4 | $223K | Hold |
2,170
| – | – | 0.26% | 96 |
|
|
2022
Q3 | $202K | Hold |
2,170
| – | – | 0.26% | 92 |
|
|
2022
Q2 | $233K | Hold |
2,170
| – | – | 0.28% | 88 |
|
|
2022
Q1 | $242K | Hold |
2,170
| – | – | 0.26% | 85 |
|
|
2021
Q4 | $228K | Buy |
+2,170
| New | +$228K | 0.24% | 95 |
|