SSWG
Seven Springs Wealth Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
34,524
+2,302
| +7% | +$272K | 1.01% | 18 |
|
|
2025
Q1 | $3.93M | Sell |
32,222
-4,826
| -13% | -$589K | 1.4% | 16 |
|
|
2024
Q4 | $3.99M | Buy |
37,048
+1,894
| +5% | +$204K | 1.49% | 16 |
|
|
2024
Q3 | $4.05M | Buy |
35,154
+704
| +2% | +$81.2K | 1.47% | 17 |
|
|
2024
Q2 | $3.45M | Buy |
34,450
+881
| +3% | +$88.3K | 1.35% | 16 |
|
|
2024
Q1 | $3.25M | Buy |
33,569
+5,796
| +21% | +$561K | 1.25% | 17 |
|
|
2023
Q4 | $2.7M | Buy |
27,773
+1,208
| +5% | +$117K | 1.21% | 16 |
|
|
2023
Q3 | $2.34M | Sell |
26,565
-17,605
| -40% | -$1.55M | 1.12% | 16 |
|
|
2023
Q2 | $3.96M | Buy |
44,170
+17,788
| +67% | +$1.6M | 1.88% | 12 |
|
|
2023
Q1 | $2.55M | Buy |
26,382
+547
| +2% | +$52.8K | 1.26% | 15 |
|
|
2022
Q4 | $2.66M | Sell |
25,835
-1,481
| -5% | -$153K | 1.28% | 12 |
|
|
2022
Q3 | $2.54M | Buy |
27,316
+149
| +0.5% | +$13.9K | 1.38% | 14 |
|
|
2022
Q2 | $2.91M | Buy |
27,167
+42
| +0.2% | +$4.5K | 1.46% | 14 |
|
|
2022
Q1 | $3.03M | Buy |
27,125
+851
| +3% | +$95K | 1.44% | 12 |
|
|
2021
Q4 | $2.76M | Buy |
26,274
+5,225
| +25% | +$548K | 1.26% | 13 |
|
|
2021
Q3 | $2.05M | Buy |
21,049
+2,481
| +13% | +$242K | 1.01% | 16 |
|
|
2021
Q2 | $1.83M | Buy |
18,568
+2,153
| +13% | +$213K | 0.79% | 17 |
|
|
2021
Q1 | $1.59M | Buy |
16,415
+3,753
| +30% | +$362K | 0.75% | 16 |
|
|
2020
Q4 | $1.16M | Buy |
12,662
+73
| +0.6% | +$6.68K | 0.6% | 18 |
|
|
2020
Q3 | $1.12M | Buy |
12,589
+12,173
| +2,926% | +$1.08M | 0.7% | 16 |
|
|
2020
Q2 | $33K | Hold |
416
| – | – | 0.02% | 78 |
|
|
2020
Q1 | $34K | Hold |
416
| – | – | 0.02% | 78 |
|
|
2019
Q4 | $38K | Buy |
+416
| New | +$38K | 0.03% | 100 |
|