Allegheny Financial Group’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 | – | Sell |
-1,504
| Closed | -$208K | – | 251 |
|
|
2025
Q1 | $208K | Buy |
+1,504
| New | +$208K | 0.05% | 211 |
|
|
2023
Q4 | – | Sell |
-2,069
| Closed | -$205K | – | 211 |
|
|
2023
Q3 | $205K | Buy |
2,069
+179
| +9% | +$17.8K | 0.08% | 181 |
|
|
2023
Q2 | $208K | Sell |
1,890
-58
| -3% | -$6.38K | 0.1% | 141 |
|
|
2023
Q1 | $213K | Hold |
1,948
| – | – | 0.09% | 152 |
|
|
2022
Q4 | $229K | Buy |
1,948
+58
| +3% | +$6.82K | 0.1% | 149 |
|
|
2022
Q3 | $217K | Hold |
1,890
| – | – | 0.1% | 140 |
|
|
2022
Q2 | $240K | Hold |
1,890
| – | – | 0.11% | 129 |
|
|
2022
Q1 | $250K | Sell |
1,890
-396
| -17% | -$52.4K | 0.11% | 133 |
|
|
2021
Q4 | $273K | Hold |
2,286
| – | – | 0.11% | 125 |
|
|
2021
Q3 | $255K | Sell |
2,286
-400
| -15% | -$44.6K | 0.12% | 117 |
|
|
2021
Q2 | $296K | Buy |
+2,686
| New | +$296K | 0.13% | 110 |
|