West Financial Advisors’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 | $12.7K | Hold |
108
| – | – | ﹤0.01% | 144 |
|
|
2025
Q1 | $13.2K | Hold |
108
| – | – | ﹤0.01% | 143 |
|
|
2024
Q4 | $11.6K | Hold |
108
| – | – | ﹤0.01% | 146 |
|
|
2024
Q3 | $12.5K | Hold |
108
| – | – | ﹤0.01% | 145 |
|
|
2024
Q2 | $10.8K | Hold |
108
| – | – | ﹤0.01% | 120 |
|
|
2024
Q1 | $10.4K | Hold |
108
| – | – | ﹤0.01% | 119 |
|
|
2023
Q4 | $10.5K | Sell |
108
-51
| -32% | -$4.95K | ﹤0.01% | 122 |
|
|
2023
Q3 | $14K | Buy |
159
+51
| +47% | +$4.5K | ﹤0.01% | 122 |
|
|
2023
Q2 | $9.69K | Buy |
+108
| New | +$9.69K | ﹤0.01% | 130 |
|