Sandbox Financial Partners’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
Q3 | $436K | Buy |
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|
2025
Q2 | $410K | Buy |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $370K | Sell |
|
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|
2024
Q3 | $398K | Buy |
|
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|
2024
Q2 | $345K | Buy |
|
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|
2024
Q1 | $328K | Buy |
|
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $305K | Sell |
|
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|
2023
Q1 | $547K | Buy |
|
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|
2022
Q4 | $583K | Sell |
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|
2022
Q3 | $572K | Buy |
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|
2022
Q2 | $658K | Buy |
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|
2022
Q1 | $684K | Sell |
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|
2021
Q4 | $677K | Buy |
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|
2021
Q3 | $616K | Buy |
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|
2021
Q2 | $579K | Buy |
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|
2021
Q1 | $571K | Buy |
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|
2020
Q4 | $529K | Buy |
|