ROI Financial 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
Q2 | $1.48M | Buy |
12,535
+425
| +4% | +$50.2K | 0.94% | 25 |
|
|
2025
Q1 | $1.48M | Sell |
12,110
-153
| -1% | -$18.7K | 1.07% | 26 |
|
|
2024
Q4 | $1.32M | Sell |
12,263
-100
| -0.8% | -$10.8K | 0.9% | 29 |
|
|
2024
Q3 | $1.43M | Buy |
12,363
+157
| +1% | +$18.1K | 0.98% | 29 |
|
|
2024
Q2 | $1.22M | Sell |
12,206
-568
| -4% | -$56.9K | 0.89% | 26 |
|
|
2024
Q1 | $1.24M | Sell |
12,774
-1,637
| -11% | -$158K | 0.97% | 27 |
|
|
2023
Q4 | $1.4M | Buy |
+14,411
| New | +$1.4M | 1.16% | 27 |
|