True Wealth Design’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 | $12.6K | Buy |
107
+21
| +24% | +$2.48K | ﹤0.01% | 497 |
|
|
2025
Q1 | $10.5K | Buy |
86
+58
| +207% | +$7.08K | ﹤0.01% | 460 |
|
|
2024
Q4 | $3.02K | Buy |
28
+11
| +65% | +$1.19K | ﹤0.01% | 640 |
|
|
2024
Q3 | $1.96K | Sell |
17
-202
| -92% | -$23.3K | ﹤0.01% | 789 |
|
|
2024
Q2 | $21.9K | Buy |
219
+88
| +67% | +$8.8K | 0.01% | 207 |
|
|
2024
Q1 | $12.7K | Sell |
131
-52
| -28% | -$5.03K | ﹤0.01% | 236 |
|
|
2023
Q4 | $17.7K | Buy |
183
+60
| +49% | +$5.82K | 0.01% | 210 |
|
|
2023
Q3 | $10.8K | Sell |
123
-67
| -35% | -$5.9K | ﹤0.01% | 203 |
|
|
2023
Q2 | $17.1K | Sell |
190
-39
| -17% | -$3.51K | 0.01% | 195 |
|
|
2023
Q1 | $22.1K | Buy |
229
+70
| +44% | +$6.76K | 0.01% | 196 |
|
|
2022
Q4 | $16.4K | Buy |
+159
| New | +$16.4K | 0.01% | 196 |
|