SOA Wealth 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 | $24.3K | Buy |
206
+1
| +0.5% | +$118 | ﹤0.01% | 469 |
|
|
2025
Q1 | $25K | Sell |
205
-49
| -19% | -$5.99K | 0.01% | 435 |
|
|
2024
Q4 | $27.4K | Buy |
254
+50
| +25% | +$5.4K | 0.01% | 408 |
|
|
2024
Q3 | $23.5K | Buy |
204
+1
| +0.5% | +$115 | ﹤0.01% | 429 |
|
|
2024
Q2 | $20.3K | Buy |
203
+1
| +0.5% | +$100 | ﹤0.01% | 440 |
|
|
2024
Q1 | $19.5K | Buy |
202
+1
| +0.5% | +$97 | ﹤0.01% | 447 |
|
|
2023
Q4 | $19.5K | Buy |
201
+1
| +0.5% | +$97 | ﹤0.01% | 436 |
|
|
2023
Q3 | $17.6K | Buy |
200
+1
| +0.5% | +$88 | ﹤0.01% | 443 |
|
|
2023
Q2 | $17.8K | Buy |
199
+2
| +1% | +$179 | ﹤0.01% | 452 |
|
|
2023
Q1 | $19.1K | Hold |
197
| – | – | ﹤0.01% | 431 |
|
|
2022
Q4 | $20.2K | Sell |
197
-42
| -18% | -$4.32K | 0.01% | 402 |
|
|
2022
Q3 | $22K | Buy |
239
+38
| +19% | +$3.5K | 0.01% | 365 |
|
|
2022
Q2 | $21K | Sell |
201
-16
| -7% | -$1.67K | 0.01% | 375 |
|
|
2022
Q1 | $24K | Buy |
217
+104
| +92% | +$11.5K | 0.01% | 430 |
|
|
2021
Q4 | $11K | Sell |
113
-103
| -48% | -$10K | ﹤0.01% | 548 |
|
|
2021
Q3 | $21K | Hold |
216
| – | – | 0.01% | 451 |
|
|
2021
Q2 | $21K | Sell |
216
-39
| -15% | -$3.79K | 0.01% | 453 |
|
|
2021
Q1 | $24K | Sell |
255
-1
| -0.4% | -$94 | 0.01% | 372 |
|
|
2020
Q4 | $24K | Buy |
+256
| New | +$24K | 0.01% | 370 |
|