Affinity Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $297K | Hold |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $338K | Hold |
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|
2021
Q4 | $293K | Buy |
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|
2021
Q3 | $274K | Sell |
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|
2021
Q2 | $281K | Buy |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $290K | Buy |
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