Sanctuary Advisors’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
$21.3M Sell
189,892
-19,193
-9% -$2.15M 0.13% 160
2024
Q3
$24M Buy
209,085
+78,611
+60% +$9.02M 0.15% 138
2024
Q2
$12.7M Buy
+130,474
New +$12.7M 0.09% 236