Stratos 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
Q2 | $805K | Buy |
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|
2025
Q1 | $804K | Sell |
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|
2024
Q4 | $941K | Buy |
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|
2024
Q3 | $973K | Buy |
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|
2024
Q2 | $777K | Buy |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q3 | $2.35M | Buy |
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|
2023
Q2 | $632K | Buy |
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|
2023
Q1 | $547K | Sell |
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|
2022
Q4 | $589K | Buy |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $623K | Buy |
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|
2022
Q1 | $627K | Buy |
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|
2021
Q4 | $571K | Buy |
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|
2021
Q3 | $496K | Sell |
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|
2021
Q2 | $556K | Buy |
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|
2021
Q1 | $436K | Sell |
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|
2020
Q4 | $450K | Buy |
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|
2020
Q3 | $306K | Buy |
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|
2020
Q2 | $263K | Buy |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $263K | Buy |
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|
2019
Q3 | $208K | Buy |
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