SHFA
SC&H Financial Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,650
| Closed | -$201K | – | 157 |
|
|
2025
Q1 | $201K | Buy |
+1,650
| New | +$201K | 0.04% | 148 |
|
|
2023
Q3 | – | Sell |
-2,309
| Closed | -$207K | – | 132 |
|
|
2023
Q2 | $207K | Sell |
2,309
-20
| -0.9% | -$1.8K | 0.07% | 130 |
|
|
2023
Q1 | $225K | Buy |
2,329
+56
| +2% | +$5.4K | 0.08% | 122 |
|
|
2022
Q4 | $234K | Sell |
2,273
-190
| -8% | -$19.6K | 0.1% | 116 |
|
|
2022
Q3 | $229K | Hold |
2,463
| – | – | 0.11% | 117 |
|
|
2022
Q2 | $264K | Sell |
2,463
-562
| -19% | -$60.2K | 0.12% | 122 |
|
|
2022
Q1 | $338K | Hold |
3,025
| – | – | 0.16% | 115 |
|
|
2021
Q4 | $317K | Buy |
+3,025
| New | +$317K | 0.18% | 117 |
|