1620 Investment 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	$47K	Hold	398	–	–	0.03%	312
2025 Q1	$48.6K	Hold	398	–	–	0.04%	298
2024 Q4	$42.9K	Sell	398 -30	-7%	-$3.24K	0.03%	317
2024 Q3	$49.4K	Sell	428 -38	-8%	-$4.39K	0.04%	302
2024 Q2	$46.7K	Buy	+466	New	+$46.7K	0.04%	303