Allegheny Financial Group’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
Q4 | – | Sell |
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|
2025
Q3 | $213K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $208K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $205K | Buy |
|
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $296K | Buy |
|