Southern Capital Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,403
Closed -$216K 62
2023
Q2
$216K Buy
2,403
+74
+3% +$6.64K 0.16% 61
2023
Q1
$225K Buy
+2,329
New +$225K 0.17% 64