Livelsberger Financial Advisory’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-502
Closed -$57.9K 30
2024
Q3
$57.9K Buy
+502
New +$57.9K 1.21% 21
2024
Q1
Sell
-495
Closed -$48K 62
2023
Q4
$48K Buy
+495
New +$48K 0.04% 159