Souders Financial 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
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $983K | Buy |
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|
2021
Q1 | $900K | Buy |
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|
2020
Q4 | $746K | Buy |
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|
2020
Q3 | $785K | Buy |
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|
2020
Q2 | $620K | Buy |
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|
2020
Q1 | $543K | Buy |
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