Stonebrook Private’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,520
Closed -$244K 189
2024
Q1
$244K Sell
2,520
-165
-6% -$16K 0.07% 175
2023
Q4
$261K Buy
+2,685
New +$261K 0.09% 167