Triad Financial Advisors’s Duke Energy DUK Stock Holding History

Triad Financial Advisors’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.85M	Sell
2023 Q2	$1.89M	Sell
2023 Q1	$2.14M	Sell
2022 Q4	$2.36M	Sell
2022 Q3	$2.3M	Buy
2022 Q2	$2.3M	Buy
2022 Q1	$2.39M	Buy
2021 Q4	$2.22M	Buy