RIA Advisory Group’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 | – | Sell |
-7,232
| Closed | -$882K | – | 137 |
|
|
2025
Q1 | $882K | Buy |
7,232
+2,592
| +56% | +$316K | 0.29% | 61 |
|
|
2024
Q4 | $500K | Buy |
4,640
+109
| +2% | +$11.7K | 0.17% | 74 |
|
|
2024
Q3 | $522K | Buy |
+4,531
| New | +$522K | 0.18% | 65 |
|
|
2024
Q1 | $386K | Buy |
+3,994
| New | +$386K | 0.16% | 81 |
|
|
2023
Q4 | – | Sell |
-6,391
| Closed | -$564K | – | 131 |
|
|
2023
Q3 | $564K | Buy |
6,391
+1
| +0% | +$88 | 0.25% | 54 |
|
|
2023
Q2 | $573K | Buy |
6,390
+2,163
| +51% | +$194K | 0.25% | 62 |
|
|
2023
Q1 | $408K | Sell |
4,227
-69
| -2% | -$6.66K | 0.19% | 73 |
|
|
2022
Q4 | $442K | Buy |
+4,296
| New | +$442K | 0.26% | 59 |
|