AFGAS
Allegiance Financial Group Advisory Services’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
3,976
+1,579
| +66% | +$186K | 0.12% | 67 |
|
|
2025
Q1 | $292K | Buy |
+2,397
| New | +$292K | 0.09% | 93 |
|
|
2024
Q4 | – | Sell |
-2,422
| Closed | -$279K | – | 116 |
|
|
2024
Q3 | $279K | Hold |
2,422
| – | – | 0.1% | 59 |
|
|
2024
Q2 | $243K | Sell |
2,422
-15
| -0.6% | -$1.5K | 0.09% | 60 |
|
|
2024
Q1 | $236K | Buy |
2,437
+16
| +0.7% | +$1.55K | 0.1% | 62 |
|
|
2023
Q4 | $235K | Hold |
2,421
| – | – | 0.11% | 58 |
|
|
2023
Q3 | $214K | Hold |
2,421
| – | – | 0.12% | 59 |
|
|
2023
Q2 | $217K | Buy |
2,421
+1
| +0% | +$90 | 0.13% | 57 |
|
|
2023
Q1 | $234K | Hold |
2,420
| – | – | 0.17% | 57 |
|
|
2022
Q4 | $249K | Buy |
+2,420
| New | +$249K | 0.24% | 56 |
|