RDFA
Ritter Daniher Financial Advisory’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
2,446
-230
| -9% | -$27.1K | 0.07% | 74 |
|
|
2025
Q1 | $326K | Buy |
2,676
+2
| +0.1% | +$244 | 0.09% | 66 |
|
|
2024
Q4 | $288K | Buy |
2,674
+2
| +0.1% | +$215 | 0.08% | 71 |
|
|
2024
Q3 | $308K | Buy |
2,672
+3
| +0.1% | +$346 | 0.09% | 68 |
|
|
2024
Q2 | $268K | Buy |
2,669
+2
| +0.1% | +$200 | 0.09% | 66 |
|
|
2024
Q1 | $258K | Buy |
2,667
+3
| +0.1% | +$290 | 0.09% | 69 |
|
|
2023
Q4 | $259K | Buy |
2,664
+2
| +0.1% | +$194 | 0.1% | 67 |
|
|
2023
Q3 | $235K | Buy |
2,662
+3
| +0.1% | +$265 | 0.1% | 65 |
|
|
2023
Q2 | $239K | Buy |
2,659
+3
| +0.1% | +$269 | 0.1% | 64 |
|
|
2023
Q1 | $256K | Buy |
2,656
+286
| +12% | +$27.6K | 0.11% | 61 |
|
|
2022
Q4 | $244K | Sell |
2,370
-197
| -8% | -$20.3K | 0.12% | 64 |
|
|
2022
Q3 | $239K | Buy |
2,567
+2
| +0.1% | +$186 | 0.17% | 59 |
|
|
2022
Q2 | $275K | Sell |
2,565
-216
| -8% | -$23.2K | 0.2% | 54 |
|
|
2022
Q1 | $311K | Buy |
2,781
+747
| +37% | +$83.5K | 0.21% | 45 |
|
|
2021
Q4 | $213K | Buy |
2,034
+2
| +0.1% | +$209 | 0.14% | 56 |
|
|
2021
Q3 | $198K | Buy |
2,032
+2
| +0.1% | +$195 | 0.14% | 59 |
|
|
2021
Q2 | $200K | Buy |
2,030
+3
| +0.1% | +$296 | 0.15% | 57 |
|
|
2021
Q1 | $196K | Buy |
2,027
+2
| +0.1% | +$193 | 0.16% | 53 |
|
|
2020
Q4 | $185K | Buy |
+2,025
| New | +$185K | 0.16% | 53 |
|