Scissortail Wealth Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-19,675
Closed -$1.88M 151
2023
Q4
$1.88M Buy
+19,675
New +$1.88M 0.6% 41
2023
Q1
Sell
-19,336
Closed -$1.92M 66
2022
Q4
$1.92M Buy
+19,336
New +$1.92M 1.11% 23