Security National Bank’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	-1,116	Closed	-$108K	–	291
2023 Q4	$108K	Buy	+1,116	New	+$108K	0.02%	141
2022 Q2	–	Sell	-1,836	Closed	-$205K	–	101
2022 Q1	$205K	Buy	+1,836	New	+$205K	0.05%	103