Advisornet Financial’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.1K | Buy |
703
+6
| +0.9% | +$794 | 0.01% | 781 |
|
|
2025
Q1 | $96.4K | Hold |
697
| – | – | 0.01% | 742 |
|
|
2024
Q4 | $84.1K | Buy |
697
+313
| +82% | +$37.8K | 0.01% | 726 |
|
|
2024
Q3 | $49.3K | Buy |
384
+14
| +4% | +$1.8K | ﹤0.01% | 908 |
|
|
2024
Q2 | $41K | Buy |
370
+1
| +0.3% | +$111 | ﹤0.01% | 875 |
|
|
2024
Q1 | $41.4K | Sell |
369
-19
| -5% | -$2.13K | ﹤0.01% | 863 |
|
|
2023
Q4 | $42.7K | Buy |
388
+21
| +6% | +$2.31K | ﹤0.01% | 850 |
|
|
2023
Q3 | $36.4K | Sell |
367
-9
| -2% | -$894 | ﹤0.01% | 871 |
|
|
2023
Q2 | $41.4K | Sell |
376
-22
| -6% | -$2.42K | ﹤0.01% | 872 |
|
|
2023
Q1 | $43.6K | Buy |
398
+15
| +4% | +$1.64K | ﹤0.01% | 828 |
|
|
2022
Q4 | $45K | Sell |
383
-371
| -49% | -$43.6K | ﹤0.01% | 820 |
|
|
2022
Q3 | $87K | Buy |
754
+7
| +0.9% | +$808 | 0.01% | 687 |
|
|
2022
Q2 | $95K | Sell |
747
-53
| -7% | -$6.74K | 0.01% | 680 |
|
|
2022
Q1 | $106K | Hold |
800
| – | – | 0.01% | 725 |
|
|
2021
Q4 | $96K | Buy |
800
+22
| +3% | +$2.64K | 0.01% | 822 |
|
|
2021
Q3 | $87K | Buy |
778
+47
| +6% | +$5.26K | 0.01% | 835 |
|
|
2021
Q2 | $81K | Hold |
731
| – | – | 0.01% | 836 |
|
|
2021
Q1 | $83K | Hold |
731
| – | – | 0.01% | 798 |
|
|
2020
Q4 | $76K | Buy |
731
+353
| +93% | +$36.7K | 0.01% | 763 |
|
|
2020
Q3 | $37K | Hold |
378
| – | – | ﹤0.01% | 926 |
|
|
2020
Q2 | $35K | Hold |
378
| – | – | ﹤0.01% | 943 |
|
|
2020
Q1 | $31K | Hold |
378
| – | – | ﹤0.01% | 938 |
|
|
2019
Q4 | $42K | Hold |
378
| – | – | ﹤0.01% | 944 |
|
|
2019
Q3 | $43K | Sell |
378
-7
| -2% | -$796 | ﹤0.01% | 952 |
|
|
2019
Q2 | $42K | Buy |
385
+177
| +85% | +$19.3K | ﹤0.01% | 848 |
|
|
2019
Q1 | $22K | Sell |
208
-76
| -27% | -$8.04K | ﹤0.01% | 965 |
|
|
2018
Q4 | $27K | Sell |
284
-20
| -7% | -$1.9K | ﹤0.01% | 841 |
|
|
2018
Q3 | $28K | Buy |
304
+75
| +33% | +$6.91K | ﹤0.01% | 869 |
|
|
2018
Q2 | $20K | Hold |
229
| – | – | ﹤0.01% | 941 |
|
|
2018
Q1 | $20K | Hold |
229
| – | – | ﹤0.01% | 923 |
|
|
2017
Q4 | $21K | Buy |
+229
| New | +$21K | ﹤0.01% | 848 |
|