Redwood Wealth Management Group’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	$214K	Buy	1,811 +3	+0.2%	+$354	0.1%	167
2025 Q1	$221K	Buy	+1,808	New	+$221K	0.11%	147
2024 Q3	–	Sell	-1,720	Closed	-$172K	–	417
2024 Q2	$172K	Buy	+1,720	New	+$172K	0.13%	125