SVWAG
Sound View Wealth Advisors Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
21,958
-458
| -2% | -$54K | 0.19% | 110 |
|
|
2025
Q1 | $2.73M | Sell |
22,416
-85
| -0.4% | -$10.4K | 0.22% | 97 |
|
|
2024
Q4 | $2.42M | Buy |
22,501
+311
| +1% | +$33.5K | 0.2% | 107 |
|
|
2024
Q3 | $2.56M | Buy |
22,190
+2,007
| +10% | +$231K | 0.21% | 113 |
|
|
2024
Q2 | $2.02M | Sell |
20,183
-592
| -3% | -$59.3K | 0.21% | 110 |
|
|
2024
Q1 | $2.01M | Sell |
20,775
-1,012
| -5% | -$97.9K | 0.21% | 111 |
|
|
2023
Q4 | $2.11M | Sell |
21,787
-913
| -4% | -$88.6K | 0.23% | 104 |
|
|
2023
Q3 | $2M | Buy |
22,700
+2,619
| +13% | +$231K | 0.25% | 94 |
|
|
2023
Q2 | $1.8M | Sell |
20,081
-750
| -4% | -$67.3K | 0.24% | 95 |
|
|
2023
Q1 | $2.01M | Sell |
20,831
-956
| -4% | -$92.2K | 0.28% | 86 |
|
|
2022
Q4 | $2.11M | Buy |
21,787
+6,807
| +45% | +$661K | 0.23% | 104 |
|
|
2022
Q3 | $1.39M | Sell |
14,980
-604
| -4% | -$56.2K | 0.31% | 80 |
|
|
2022
Q2 | $1.67M | Sell |
15,584
-641
| -4% | -$68.7K | 0.35% | 74 |
|
|
2022
Q1 | $1.81M | Buy |
16,225
+17
| +0.1% | +$1.9K | 0.34% | 72 |
|
|
2021
Q4 | $1.7M | Buy |
16,208
+1,471
| +10% | +$154K | 0.32% | 78 |
|
|
2021
Q3 | $1.44M | Sell |
14,737
-1,484
| -9% | -$145K | 0.3% | 87 |
|
|
2021
Q2 | $1.6M | Buy |
16,221
+253
| +2% | +$25K | 0.34% | 81 |
|
|
2021
Q1 | $1.54M | Sell |
15,968
-814
| -5% | -$78.6K | 0.36% | 80 |
|
|
2020
Q4 | $1.54M | Buy |
16,782
+700
| +4% | +$64.1K | 0.38% | 74 |
|
|
2020
Q3 | $1.42M | Buy |
16,082
+109
| +0.7% | +$9.65K | 0.38% | 74 |
|
|
2020
Q2 | $1.28M | Sell |
15,973
-356
| -2% | -$28.4K | 0.36% | 80 |
|
|
2020
Q1 | $1.32M | Buy |
16,329
+114
| +0.7% | +$9.22K | 0.46% | 67 |
|
|
2019
Q4 | $1.48M | Sell |
16,215
-708
| -4% | -$64.6K | 0.42% | 71 |
|
|
2019
Q3 | $1.62M | Sell |
16,923
-415
| -2% | -$39.8K | 0.48% | 66 |
|
|
2019
Q2 | $1.53M | Buy |
+17,338
| New | +$1.53M | 0.45% | 66 |
|