Allegiance Financial Group Advisory Services’s Duke Energy DUK Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$469K	Buy
2025 Q1	$292K	Buy
2024 Q4	–	Sell
2024 Q3	$279K	Hold
2024 Q2	$243K	Sell
2024 Q1	$236K	Buy
2023 Q4	$235K	Hold
2023 Q3	$214K	Hold
2023 Q2	$217K	Buy
2023 Q1	$234K	Hold
2022 Q4	$249K	Buy