Diversify Wealth Management’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	$522K	Sell	4,193 -366	-8%	-$45.6K	0.03%	363
2025 Q1	$555K	Sell	4,559 -505	-10%	-$61.5K	0.04%	340
2024 Q4	$536K	Buy	5,064 +106	+2%	+$11.2K	0.04%	342
2024 Q3	$598K	Buy	4,958 +234	+5%	+$28.2K	0.06%	282
2024 Q2	$524K	Buy	+4,724	New	+$524K	0.07%	263