Richardson Financial Services’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 | $309K | Sell |
2,603
-20
| -0.8% | -$2.38K | 0.21% | 120 |
|
|
2025
Q1 | $320K | Buy |
2,623
+38
| +1% | +$4.64K | 0.24% | 112 |
|
|
2024
Q4 | $278K | Sell |
2,585
-83
| -3% | -$8.94K | 0.2% | 116 |
|
|
2024
Q3 | $269K | Buy |
2,668
+100
| +4% | +$10.1K | 0.17% | 122 |
|
|
2024
Q2 | $257K | Sell |
2,568
-469
| -15% | -$47K | 0.19% | 118 |
|
|
2024
Q1 | $294K | Buy |
3,037
+243
| +9% | +$23.5K | 0.21% | 111 |
|
|
2023
Q4 | $271K | Buy |
+2,794
| New | +$271K | 0.24% | 102 |
|