AWA
Acorn Wealth Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
5,149
+29
| +0.6% | +$3.84K | 0.25% | 85 |
|
|
2025
Q1 | $708K | Buy |
5,120
+31
| +0.6% | +$4.29K | 0.29% | 78 |
|
|
2024
Q4 | $615K | Sell |
5,089
-239
| -4% | -$28.9K | 0.25% | 84 |
|
|
2024
Q3 | $684K | Buy |
5,328
+29
| +0.5% | +$3.72K | 0.29% | 74 |
|
|
2024
Q2 | $588K | Sell |
5,299
-21
| -0.4% | -$2.33K | 0.29% | 74 |
|
|
2024
Q1 | $597K | Buy |
5,320
+9
| +0.2% | +$1.01K | 0.31% | 70 |
|
|
2023
Q4 | $586K | Sell |
5,311
-47
| -0.9% | -$5.18K | 0.35% | 66 |
|
|
2023
Q3 | $532K | Buy |
5,358
+26
| +0.5% | +$2.58K | 0.35% | 64 |
|
|
2023
Q2 | $587K | Buy |
5,332
+101
| +2% | +$11.1K | 0.4% | 61 |
|
|
2023
Q1 | $573K | Buy |
5,231
+25
| +0.5% | +$2.74K | 0.42% | 54 |
|
|
2022
Q4 | $612K | Buy |
5,206
+1,843
| +55% | +$217K | 0.47% | 46 |
|
|
2022
Q3 | $387K | Buy |
3,363
+25
| +0.7% | +$2.88K | 0.32% | 77 |
|
|
2022
Q2 | $423K | Buy |
3,338
+17
| +0.5% | +$2.15K | 0.33% | 75 |
|
|
2022
Q1 | $439K | Buy |
3,321
+329
| +11% | +$43.5K | 0.3% | 85 |
|
|
2021
Q4 | $358K | Buy |
2,992
+19
| +0.6% | +$2.27K | 0.23% | 108 |
|
|
2021
Q3 | $332K | Buy |
2,973
+24
| +0.8% | +$2.68K | 0.23% | 108 |
|
|
2021
Q2 | $382K | Sell |
2,949
-206
| -7% | -$26.7K | 0.26% | 92 |
|
|
2021
Q1 | $420K | Buy |
3,155
+233
| +8% | +$31K | 0.3% | 80 |
|
|
2020
Q4 | $355K | Sell |
2,922
-68
| -2% | -$8.26K | 0.28% | 88 |
|
|
2020
Q3 | $344K | Buy |
2,990
+141
| +5% | +$16.2K | 0.3% | 73 |
|
|
2020
Q2 | $306K | Sell |
2,849
-1,214
| -30% | -$130K | 0.28% | 72 |
|
|
2020
Q1 | $388K | Buy |
4,063
+346
| +9% | +$33K | 0.43% | 50 |
|
|
2019
Q4 | $476K | Hold |
3,717
| – | – | 0.4% | 50 |
|
|
2019
Q3 | $456K | Buy |
3,717
+1,808
| +95% | +$222K | 0.39% | 51 |
|
|
2019
Q2 | $245K | Sell |
1,909
-246
| -11% | -$31.6K | 0.22% | 100 |
|
|
2019
Q1 | $268K | Buy |
2,155
+308
| +17% | +$38.3K | 0.24% | 92 |
|
|
2018
Q4 | $204K | Hold |
1,847
| – | – | 0.21% | 111 |
|
|
2018
Q3 | $205K | Sell |
1,847
-378
| -17% | -$42K | 0.2% | 113 |
|
|
2018
Q2 | $233K | Hold |
2,225
| – | – | 0.2% | 100 |
|
|
2018
Q1 | $235K | Buy |
2,225
+1
| +0% | +$106 | 0.2% | 99 |
|
|
2017
Q4 | $237K | Buy |
+2,224
| New | +$237K | 0.22% | 87 |
|