Apollon 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 | $355K | Buy |
2,682
+267
| +11% | +$35.4K | 0.01% | 947 |
|
2025
Q1 | $334K | Buy |
2,415
+254
| +12% | +$35.1K | 0.01% | 918 |
|
2024
Q4 | $261K | Sell |
2,161
-524
| -20% | -$63.3K | 0.01% | 996 |
|
2024
Q3 | $345K | Sell |
2,685
-61
| -2% | -$7.83K | 0.01% | 865 |
|
2024
Q2 | $305K | Buy |
2,746
+50
| +2% | +$5.55K | 0.01% | 859 |
|
2024
Q1 | $302K | Buy |
2,696
+219
| +9% | +$24.6K | 0.01% | 858 |
|
2023
Q4 | $273K | Buy |
+2,477
| New | +$273K | 0.01% | 878 |
|
2020
Q3 | – | Sell |
-206
| Closed | -$19K | – | 292 |
|
2020
Q2 | $19K | Buy |
+206
| New | +$19K | 0.01% | 376 |
|