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Roxbury Financial’s Duke Energy DUK Stock Holding History

Roxbury Financial’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Buy
10,392
+55
+0.5% +$6.49K 1.19% 24
2025
Q1 		$1.21M Sell
10,337
-246
-2% -$28.9K 1.19% 23
2024
Q4 		$1.24M Buy
+10,583
New +$1.24M 1.19% 24