Arvest Investments’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
$1.4M Sell
10,571
-3,592
-25% -$476K 0.21% 93
2025
Q1
$1.96M Sell
14,163
-3,189
-18% -$441K 0.31% 66
2024
Q4
$2.1M Sell
17,352
-1,224
-7% -$148K 0.34% 60
2024
Q3
$2.39M Sell
18,576
-1,546
-8% -$199K 0.36% 56
2024
Q2
$2.23M Sell
20,122
-644
-3% -$71.5K 0.36% 57
2024
Q1
$2.33M Sell
20,766
-2,643
-11% -$296K 0.37% 56
2023
Q4
$2.58M Buy
+23,409
New +$2.58M 0.42% 50