Houlihan Financial Resource 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	-25,730	Closed	-$2.43M	–	113
2023 Q2	$2.43M	Buy	+25,730	New	+$2.43M	0.08%	69
2020 Q3	$300K	Buy	+3,087	New	+$300K	0.17%	79
2020 Q1	–	Sell	-2,327	Closed	-$212K	–	87
2019 Q4	$212K	Buy	+2,327	New	+$212K	0.14%	93