Retirement Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $10.7K | Hold |
111
| – | – | ﹤0.01% | 460 |
|
|
2023
Q4 | $10.8K | Hold |
111
| – | – | ﹤0.01% | 434 |
|
|
2023
Q3 | $9.8K | Hold |
111
| – | – | ﹤0.01% | 413 |
|
|
2023
Q2 | $9.96K | Hold |
111
| – | – | ﹤0.01% | 409 |
|
|
2023
Q1 | $11K | Hold |
111
| – | – | 0.01% | 384 |
|
|
2022
Q4 | $11K | Buy |
111
+11
| +11% | +$1.09K | 0.01% | 341 |
|
|
2022
Q3 | $9K | Sell |
100
-11
| -10% | -$990 | 0.01% | 260 |
|
|
2022
Q2 | $12K | Sell |
111
-150
| -57% | -$16.2K | 0.01% | 405 |
|
|
2022
Q1 | $29K | Hold |
261
| – | – | 0.01% | 280 |
|
|
2021
Q4 | $27K | Buy |
261
+80
| +44% | +$8.28K | 0.01% | 287 |
|
|
2021
Q3 | $18K | Buy |
181
+20
| +12% | +$1.99K | 0.01% | 323 |
|
|
2021
Q2 | $16K | Hold |
161
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $16K | Hold |
161
| – | – | 0.01% | 416 |
|
|
2020
Q4 | $14K | Buy |
161
+150
| +1,364% | +$13K | 0.01% | 395 |
|
|
2020
Q3 | $1K | Sell |
11
-1
| -8% | -$91 | ﹤0.01% | 598 |
|
|
2020
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 582 |
|
|
2019
Q4 | $23K | Buy |
+253
| New | +$23K | 0.02% | 305 |
|