Stratos Wealth Partners’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 | $5.57M | Buy |
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|
2025
Q1 | $5.34M | Sell |
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|
2024
Q4 | $5.02M | Sell |
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|
2024
Q3 | $5.55M | Buy |
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|
2024
Q2 | $4.66M | Sell |
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|
2024
Q1 | $4.81M | Buy |
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|
2023
Q4 | $4.8M | Buy |
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|
2023
Q3 | $4.34M | Buy |
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|
2023
Q2 | $4.14M | Buy |
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|
2023
Q1 | $4.04M | Sell |
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|
2022
Q4 | $4.44M | Sell |
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|
2022
Q3 | $4.07M | Buy |
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|
2022
Q2 | $4.09M | Buy |
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|
2022
Q1 | $4.12M | Buy |
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|
2021
Q4 | $3.58M | Buy |
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|
2021
Q3 | $3.23M | Sell |
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|
2021
Q2 | $3.29M | Sell |
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|
2021
Q1 | $3.3M | Sell |
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|
2020
Q4 | $3.15M | Sell |
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|
2020
Q3 | $4.98M | Sell |
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|
2020
Q2 | $5.17M | Buy |
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|
2020
Q1 | $4.97M | Buy |
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|
2019
Q4 | $5.02M | Buy |
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|
2019
Q3 | $5.05M | Sell |
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|
2019
Q2 | $4.77M | Buy |
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|
2019
Q1 | $4.79M | Buy |
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|
2018
Q4 | $4.46M | Sell |
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|
2018
Q3 | $4.31M | Buy |
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|
2018
Q2 | $3.77M | Sell |
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|
2018
Q1 | $3.84M | Buy |
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|
2017
Q4 | $3.89M | Sell |
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|
2017
Q3 | $3.96M | Buy |
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|
2017
Q2 | $3.77M | Buy |
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|
2017
Q1 | $3.56M | Sell |
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|
2016
Q4 | $3.4M | Buy |
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|
2016
Q3 | $3.12M | Buy |
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|
2016
Q2 | $1.78M | Buy |
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|
2016
Q1 | $1.6M | Buy |
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|
2015
Q4 | $1.37M | Sell |
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|
2015
Q3 | $1.42M | Sell |
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|
2015
Q2 | $1.49M | Sell |
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|
2015
Q1 | $2.2M | Buy |
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|
2014
Q4 | $2.3M | Sell |
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|
2014
Q3 | $2.25M | Buy |
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|
2014
Q2 | $2.13M | Buy |
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