Atlas Capital Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662 | Hold |
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|
2025
Q1 | $691 | Hold |
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|
2024
Q4 | $603 | Hold |
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|
2024
Q3 | $642 | Hold |
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|
2024
Q2 | $555 | Hold |
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|
2024
Q1 | $560 | Hold |
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|
2023
Q4 | $551 | Sell |
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|
2023
Q3 | $5.66K | Hold |
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|
2023
Q2 | $6.27K | Sell |
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|
2023
Q1 | $11.1K | Sell |
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|
2022
Q4 | $16.5K | Hold |
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|
2022
Q3 | $16.1K | Hold |
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|
2022
Q2 | $17.7K | Hold |
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|
2022
Q1 | $18.5K | Hold |
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|
2021
Q4 | $16.7K | Hold |
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|
2021
Q3 | $15.6K | Sell |
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|
2021
Q2 | $29.4K | Buy |
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|
2021
Q1 | $6.92K | Hold |
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|
2020
Q4 | $6.31K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $7.66K | Sell |
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|
2019
Q3 | $28.9K | Sell |
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|
2019
Q2 | $33.5K | Hold |
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|
2019
Q1 | $32.7K | Buy |
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