Colton Groome Financial Advisors’s Duke Energy DUK Stock Holding History

Colton Groome Financial Advisors’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 Q1	–	Sell
2024 Q4	$251K	Buy
2023 Q1	–	Sell
2022 Q4	$226K	Sell
2022 Q3	$229K	Hold
2022 Q2	$264K	Buy
2022 Q1	$217K	Hold
2021 Q4	$203K	Buy