Sierra Ocean’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
$32.3K Sell
273
-152
-36% -$18K 0.02% 248
2025
Q1
$51.9K Buy
425
+135
+47% +$16.5K 0.04% 170
2024
Q4
$31.3K Buy
+290
New +$31.3K 0.03% 233