SOA Wealth Advisors’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 | $25.6K | Buy |
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|
2025
Q2 | $24.3K | Buy |
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|
2025
Q1 | $25K | Sell |
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|
2024
Q4 | $27.4K | Buy |
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|
2024
Q3 | $23.5K | Buy |
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|
2024
Q2 | $20.3K | Buy |
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|
2024
Q1 | $19.5K | Buy |
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|
2023
Q4 | $19.5K | Buy |
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|
2023
Q3 | $17.6K | Buy |
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|
2023
Q2 | $17.8K | Buy |
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|
2023
Q1 | $19.1K | Hold |
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|
2022
Q4 | $20.2K | Sell |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $21K | Sell |
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|
2022
Q1 | $24K | Buy |
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|
2021
Q4 | $11K | Sell |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $21K | Sell |
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|
2021
Q1 | $24K | Sell |
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|
2020
Q4 | $24K | Buy |
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