Arrow Financial’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-320
| Closed | -$41.1K | – | 207 |
|
2024
Q3 | $41.1K | Hold |
320
| – | – | ﹤0.01% | 230 |
|
2024
Q2 | $35.5K | Hold |
320
| – | – | ﹤0.01% | 227 |
|
2024
Q1 | $35.9K | Hold |
320
| – | – | ﹤0.01% | 225 |
|
2023
Q4 | $35.3K | Buy |
320
+35
| +12% | +$3.86K | ﹤0.01% | 228 |
|
2023
Q3 | $28.3K | Hold |
285
| – | – | ﹤0.01% | 235 |
|
2023
Q2 | $31.4K | Hold |
285
| – | – | ﹤0.01% | 227 |
|
2023
Q1 | $31.2K | Hold |
285
| – | – | ﹤0.01% | 231 |
|
2022
Q4 | $33K | Hold |
285
| – | – | ﹤0.01% | 235 |
|
2022
Q3 | $33K | Hold |
285
| – | – | ﹤0.01% | 228 |
|
2022
Q2 | $36K | Hold |
285
| – | – | ﹤0.01% | 224 |
|
2022
Q1 | $38K | Hold |
285
| – | – | ﹤0.01% | 232 |
|
2021
Q4 | $34K | Hold |
285
| – | – | ﹤0.01% | 231 |
|
2021
Q3 | $32K | Sell |
285
-50
| -15% | -$5.61K | ﹤0.01% | 237 |
|
2021
Q2 | $37K | Hold |
335
| – | – | ﹤0.01% | 236 |
|
2021
Q1 | $38K | Hold |
335
| – | – | 0.01% | 227 |
|
2020
Q4 | $35K | Hold |
335
| – | – | 0.01% | 220 |
|
2020
Q3 | $33K | Hold |
335
| – | – | 0.01% | 215 |
|
2020
Q2 | $31K | Hold |
335
| – | – | 0.01% | 227 |
|
2020
Q1 | $27K | Sell |
335
-153
| -31% | -$12.3K | 0.01% | 233 |
|
2019
Q4 | $54K | Hold |
488
| – | – | 0.01% | 215 |
|
2019
Q3 | $55K | Hold |
488
| – | – | 0.01% | 209 |
|
2019
Q2 | $53K | Hold |
488
| – | – | 0.01% | 221 |
|
2019
Q1 | $52K | Hold |
488
| – | – | 0.01% | 218 |
|
2018
Q4 | $46K | Hold |
488
| – | – | 0.01% | 212 |
|
2018
Q3 | $45K | Hold |
488
| – | – | 0.01% | 228 |
|
2018
Q2 | $43K | Hold |
488
| – | – | 0.01% | 215 |
|
2018
Q1 | $43K | Hold |
488
| – | – | 0.01% | 220 |
|
2017
Q4 | $45K | Hold |
488
| – | – | 0.01% | 217 |
|
2017
Q3 | $45K | Hold |
488
| – | – | 0.01% | 216 |
|
2017
Q2 | $44K | Hold |
488
| – | – | 0.01% | 223 |
|
2017
Q1 | $42K | Hold |
488
| – | – | 0.01% | 221 |
|
2016
Q4 | $41K | Buy |
488
+47
| +11% | +$3.95K | 0.01% | 219 |
|
2016
Q3 | $35K | Hold |
441
| – | – | 0.01% | 223 |
|
2016
Q2 | $37K | Hold |
441
| – | – | 0.01% | 226 |
|
2016
Q1 | $34K | Sell |
441
-45
| -9% | -$3.47K | 0.01% | 233 |
|
2015
Q4 | $33K | Sell |
486
-188
| -28% | -$12.8K | 0.01% | 230 |
|
2015
Q3 | $46K | Sell |
674
-89
| -12% | -$6.07K | 0.01% | 205 |
|
2015
Q2 | $48K | Sell |
763
-311
| -29% | -$19.6K | 0.01% | 207 |
|
2015
Q1 | $74K | Sell |
1,074
-717
| -40% | -$49.4K | 0.02% | 187 |
|
2014
Q4 | $132K | Sell |
1,791
-857
| -32% | -$63.2K | 0.04% | 169 |
|
2014
Q3 | $172K | Sell |
2,648
-1,581
| -37% | -$103K | 0.05% | 182 |
|
2014
Q2 | $280K | Sell |
4,229
-511
| -11% | -$33.8K | 0.08% | 164 |
|
2014
Q1 | $300K | Sell |
4,740
-4,001
| -46% | -$253K | 0.09% | 158 |
|
2013
Q4 | $493K | Sell |
8,741
-8,483
| -49% | -$478K | 0.14% | 129 |
|
2013
Q3 | $966K | Sell |
17,224
-5,523
| -24% | -$310K | 0.3% | 98 |
|
2013
Q2 | $1.3M | Buy |
+22,747
| New | +$1.3M | 0.42% | 85 |
|