AFS Financial Group’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,395	Closed	-$933K	–	97
2023 Q2	$933K	Sell	10,395 -112	-1%	-$10.1K	0.6%	41
2023 Q1	$1.01M	Buy	10,507 +114	+1%	+$11K	0.68%	39
2022 Q4	$1.07M	Buy	+10,393	New	+$1.07M	0.76%	35