William Allan Corp’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	$225K	Hold	1,910	–	–	0.13%	48
2025 Q1	$233K	Buy	+1,910	New	+$233K	0.15%	49
2022 Q1	–	Sell	-1,292	Closed	-$136K	–	60
2021 Q4	$136K	Buy	+1,292	New	+$136K	0.1%	48