Sugarloaf Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $184K | Sell |
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|
2024
Q3 | $213K | Sell |
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|
2024
Q2 | $188K | Sell |
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|
2024
Q1 | $236K | Sell |
|
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|
2023
Q4 | $274K | Buy |
|
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|
2023
Q3 | $219K | Buy |
|
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $495K | Sell |
|
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $614K | Buy |
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|
2021
Q4 | $575K | Buy |
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|
2021
Q3 | $532K | Buy |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $450 | Sell |
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|
2020
Q4 | $447K | Buy |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q2 | $225K | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $270K | Buy |
|