Atria Wealth Solutions’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 | $561K | Sell |
4,230
-4,978
| -54% | -$660K | 0.01% | 863 |
|
|
2025
Q1 | $1.27M | Sell |
9,208
-38
| -0.4% | -$5.26K | 0.02% | 789 |
|
|
2024
Q4 | $1.12M | Sell |
9,246
-34
| -0.4% | -$4.11K | 0.01% | 879 |
|
|
2024
Q3 | $1.19M | Buy |
9,280
+68
| +0.7% | +$8.74K | 0.01% | 842 |
|
|
2024
Q2 | $1.02M | Sell |
9,212
-1,613
| -15% | -$179K | 0.01% | 885 |
|
|
2024
Q1 | $1.21M | Buy |
10,825
+117
| +1% | +$13.1K | 0.01% | 826 |
|
|
2023
Q4 | $1.18M | Buy |
10,708
+443
| +4% | +$48.9K | 0.01% | 793 |
|
|
2023
Q3 | $1.02M | Sell |
10,265
-92
| -0.9% | -$9.14K | 0.01% | 800 |
|
|
2023
Q2 | $1.14M | Buy |
10,357
+6,559
| +173% | +$722K | 0.02% | 788 |
|
|
2023
Q1 | $420K | Buy |
3,798
+8
| +0.2% | +$884 | 0.01% | 1229 |
|
|
2022
Q4 | $449K | Buy |
3,790
+82
| +2% | +$9.71K | 0.01% | 1132 |
|
|
2022
Q3 | $427K | Sell |
3,708
-9,003
| -71% | -$1.04M | 0.01% | 1108 |
|
|
2022
Q2 | $1.61M | Buy |
12,711
+5,193
| +69% | +$658K | 0.03% | 494 |
|
|
2022
Q1 | $998K | Buy |
+7,518
| New | +$998K | 0.02% | 730 |
|