RFG Advisory’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
|
|||||
|
2025
Q1 | $2.06M | Buy |
|
|||||
|
2024
Q4 | $1.59M | Sell |
|
|||||
|
2024
Q3 | $1.72M | Sell |
|
|||||
|
2024
Q2 | $1.56M | Sell |
|
|||||
|
2024
Q1 | $1.51M | Buy |
|
|||||
|
2023
Q4 | $1.52M | Buy |
|
|||||
|
2023
Q3 | $1.24M | Buy |
|
|||||
|
2023
Q2 | $1.05M | Sell |
|
|||||
|
2023
Q1 | $1.17M | Buy |
|
|||||
|
2022
Q4 | $1.14M | Sell |
|
|||||
|
2022
Q3 | $1.07M | Buy |
|
|||||
|
2022
Q2 | $1.09M | Buy |
|
|||||
|
2022
Q1 | $828K | Buy |
|
|||||
|
2021
Q4 | $663K | Sell |
|
|||||
|
2021
Q3 | $698K | Sell |
|
|||||
|
2021
Q2 | $722K | Sell |
|
|||||
|
2021
Q1 | $783K | Buy |
|
|||||
|
2020
Q4 | $725K | Buy |
|
|||||
|
2020
Q3 | $597K | Buy |
|
|||||
|
2020
Q2 | $430K | Buy |
|
|||||
|
2020
Q1 | $348K | Buy |
|
|||||
|
2019
Q4 | $339K | Sell |
|
|||||
|
2019
Q3 | $398K | Sell |
|
|||||
|
2019
Q2 | $385K | Buy |
|
|||||
|
2019
Q1 | $313K | Buy |
|
|||||
|
2018
Q4 | $205K | Buy |
|