Sound Income Strategies’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 | $224K | Sell |
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|
2025
Q2 | $819K | Buy |
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|
2025
Q1 | $233K | Buy |
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|
2024
Q4 | $164K | Sell |
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|
2024
Q3 | $184K | Sell |
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|
2024
Q2 | $171K | Buy |
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|
2024
Q1 | $155K | Buy |
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|
2023
Q4 | $155K | Buy |
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|
2023
Q3 | $110K | Buy |
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|
2023
Q2 | $105K | Buy |
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|
2023
Q1 | $69.2K | Sell |
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|
2022
Q4 | $97.7K | Buy |
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|
2022
Q3 | $67K | Sell |
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|
2022
Q2 | $81K | Buy |
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|
2022
Q1 | $81K | Buy |
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|
2021
Q4 | $73K | Buy |
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|
2021
Q3 | $65K | Sell |
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|
2021
Q2 | $77K | Sell |
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|
2021
Q1 | $108K | Buy |
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|
2020
Q4 | $102K | Buy |
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|
2020
Q3 | $87K | Sell |
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|
2020
Q2 | $90K | Sell |
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|
2020
Q1 | $107K | Buy |
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|
2019
Q4 | $59K | Buy |
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|
2019
Q3 | $62K | Sell |
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|
2019
Q2 | $174K | Sell |
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|
2019
Q1 | $179K | Sell |
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|
2018
Q4 | $188K | Buy |
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|
2018
Q3 | $64K | Hold |
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|
2018
Q2 | $63K | Sell |
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|
2018
Q1 | $79K | Buy |
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|
2017
Q4 | $8K | Buy |
|