AllSquare Wealth Management’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 | $73.1K | Hold |
552
| – | – | 0.04% | 184 |
|
|
2025
Q1 | $76.3K | Hold |
552
| – | – | 0.05% | 171 |
|
|
2024
Q4 | $66.7K | Hold |
552
| – | – | 0.04% | 187 |
|
|
2024
Q3 | $70.9K | Hold |
552
| – | – | 0.04% | 178 |
|
|
2024
Q2 | $61.3K | Hold |
552
| – | – | 0.04% | 188 |
|
|
2024
Q1 | $61.9K | Hold |
552
| – | – | 0.04% | 193 |
|
|
2023
Q4 | $60.9K | Hold |
552
| – | – | 0.04% | 189 |
|
|
2023
Q3 | $54.8K | Hold |
552
| – | – | 0.04% | 185 |
|
|
2023
Q2 | $58.8K | Hold |
552
| – | – | 0.04% | 187 |
|
|
2023
Q1 | $60.5K | Hold |
552
| – | – | 0.04% | 186 |
|
|
2022
Q4 | $64.9K | Hold |
552
| – | – | 0.04% | 177 |
|
|
2022
Q3 | $64K | Hold |
552
| – | – | 0.05% | 166 |
|
|
2022
Q2 | $70K | Hold |
552
| – | – | 0.05% | 163 |
|
|
2022
Q1 | $73K | Buy |
552
+539
| +4,146% | +$71.3K | 0.04% | 177 |
|
|
2021
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 463 |
|
|
2021
Q3 | $1K | Sell |
13
-2
| -13% | -$154 | ﹤0.01% | 467 |
|
|
2021
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 465 |
|
|
2021
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 454 |
|
|
2020
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 424 |
|
|
2020
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 445 |
|
|
2020
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 446 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 424 |
|
|
2019
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 414 |
|
|
2019
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 411 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 422 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 427 |
|
|
2018
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 437 |
|
|
2018
Q3 | $1K | Sell |
15
-59
| -80% | -$3.93K | ﹤0.01% | 456 |
|
|
2018
Q2 | $7K | Hold |
74
| – | – | 0.01% | 367 |
|
|
2018
Q1 | $7K | Hold |
74
| – | – | 0.01% | 298 |
|
|
2017
Q4 | $7K | Hold |
74
| – | – | 0.01% | 302 |
|
|
2017
Q3 | $7K | Buy |
+74
| New | +$7K | 0.01% | 284 |
|
|
2017
Q2 | – | Sell |
-15
| Closed | -$1K | – | 212 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 348 |
|
|
2016
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 322 |
|