Stonebridge Financial Group’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	–	Sell	-599	Closed	-$73.1K	–	416
2025 Q1	$73.1K	Sell	599 -41	-6%	-$5K	0.01%	336
2024 Q4	$69K	Buy	+640	New	+$69K	0.01%	340