Avantax Advisory Services’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 | $1.92M | Sell |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $497K | Sell |
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|
2023
Q3 | $544K | Buy |
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|
2023
Q2 | $530K | Buy |
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|
2023
Q1 | $479K | Buy |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $411K | Sell |
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|
2022
Q1 | $441K | Sell |
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|
2021
Q4 | $399K | Buy |
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|
2021
Q3 | $362K | Sell |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $442K | Sell |
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|
2020
Q4 | $431K | Sell |
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|
2020
Q3 | $1.36M | Buy |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $302K | Sell |
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|
2019
Q4 | $507K | Buy |
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