Arax Advisory Partners’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 | $735K | Buy |
1,058
+316
| +43% | +$219K | 0.03% | 305 |
|
|
2025
Q1 | $103K | Sell |
742
-477
| -39% | -$66K | 0.01% | 720 |
|
|
2024
Q4 | $147K | Buy |
1,219
+1,102
| +942% | +$133K | 0.01% | 566 |
|
|
2024
Q3 | $15.1K | Buy |
117
+5
| +4% | +$644 | ﹤0.01% | 1213 |
|
|
2024
Q2 | $12.5K | Buy |
112
+102
| +1,020% | +$11.3K | ﹤0.01% | 1164 |
|
|
2024
Q1 | $1.13K | Hold |
10
| – | – | ﹤0.01% | 1131 |
|
|
2023
Q4 | $1.1K | Sell |
10
-49
| -83% | -$5.41K | ﹤0.01% | 1123 |
|
|
2023
Q3 | $5.85K | Hold |
59
| – | – | ﹤0.01% | 843 |
|
|
2023
Q2 | $6.45K | Sell |
59
-8
| -12% | -$875 | ﹤0.01% | 806 |
|
|
2023
Q1 | $7.38K | Sell |
67
-7
| -9% | -$771 | ﹤0.01% | 749 |
|
|
2022
Q4 | $8.7K | Buy |
74
+66
| +825% | +$7.76K | ﹤0.01% | 672 |
|
|
2022
Q3 | $1K | Sell |
8
-9
| -53% | -$1.13K | ﹤0.01% | 1059 |
|
|
2022
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 941 |
|