San Luis Wealth Advisors’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	$678K	Sell	5,744 -380	-6%	-$44.9K	0.15%	80
2025 Q1	$747K	Buy	+6,124	New	+$747K	0.17%	62
2022 Q2	–	Sell	-337	Closed	-$35K	–	169
2022 Q1	$35K	Buy	+337	New	+$35K	0.02%	265