Tradition Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
2,399
+71
| +3% | +$8.38K | 0.02% | 363 |
|
|
2025
Q1 | $284K | Sell |
2,328
-9
| -0.4% | -$1.1K | 0.03% | 339 |
|
|
2024
Q4 | $252K | Buy |
2,337
+67
| +3% | +$7.22K | 0.02% | 357 |
|
|
2024
Q3 | $262K | Buy |
2,270
+13
| +0.6% | +$1.5K | 0.02% | 349 |
|
|
2024
Q2 | $226K | Buy |
2,257
+24
| +1% | +$2.41K | 0.02% | 361 |
|
|
2024
Q1 | $216K | Buy |
2,233
+16
| +0.7% | +$1.55K | 0.02% | 360 |
|
|
2023
Q4 | $215K | Buy |
2,217
+15
| +0.7% | +$1.46K | 0.02% | 314 |
|
|
2023
Q3 | $194K | Buy |
2,202
+23
| +1% | +$2.03K | 0.02% | 314 |
|
|
2023
Q2 | $196K | Buy |
2,179
+15
| +0.7% | +$1.35K | 0.02% | 314 |
|
|
2023
Q1 | $209K | Buy |
2,164
+81
| +4% | +$7.82K | 0.03% | 299 |
|
|
2022
Q4 | $215K | Buy |
2,083
+28
| +1% | +$2.89K | 0.03% | 258 |
|
|
2022
Q3 | $191K | Buy |
2,055
+511
| +33% | +$47.5K | 0.03% | 261 |
|
|
2022
Q2 | $166K | Buy |
1,544
+8
| +0.5% | +$860 | 0.02% | 288 |
|
|
2022
Q1 | $172K | Buy |
1,536
+8
| +0.5% | +$896 | 0.02% | 320 |
|
|
2021
Q4 | $160K | Buy |
1,528
+7
| +0.5% | +$733 | 0.02% | 332 |
|
|
2021
Q3 | $148K | Buy |
1,521
+8
| +0.5% | +$778 | 0.02% | 313 |
|
|
2021
Q2 | $149K | Buy |
1,513
+8
| +0.5% | +$788 | 0.02% | 329 |
|
|
2021
Q1 | $145K | Buy |
1,505
+8
| +0.5% | +$771 | 0.03% | 279 |
|
|
2020
Q4 | $137K | Buy |
+1,497
| New | +$137K | 0.03% | 270 |
|