Avantax Advisory Services’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 | $1.92M | Sell |
14,502
-203
| -1% | -$26.9K | 0.01% | 820 |
|
|
2025
Q1 | $2.03M | Buy |
14,705
+801
| +6% | +$111K | 0.01% | 733 |
|
|
2024
Q4 | $1.68M | Buy |
13,904
+2,211
| +19% | +$267K | 0.01% | 801 |
|
|
2024
Q3 | $1.5M | Buy |
11,693
+694
| +6% | +$89.1K | 0.01% | 820 |
|
|
2024
Q2 | $1.22M | Buy |
10,999
+8,683
| +375% | +$964K | 0.01% | 883 |
|
|
2024
Q1 | $260K | Sell |
2,316
-2,194
| -49% | -$246K | ﹤0.01% | 1383 |
|
|
2023
Q4 | $497K | Sell |
4,510
-974
| -18% | -$107K | ﹤0.01% | 987 |
|
|
2023
Q3 | $544K | Buy |
5,484
+666
| +14% | +$66.1K | 0.01% | 908 |
|
|
2023
Q2 | $530K | Buy |
4,818
+449
| +10% | +$49.4K | 0.01% | 924 |
|
|
2023
Q1 | $479K | Buy |
4,369
+29
| +0.7% | +$3.18K | 0.01% | 934 |
|
|
2022
Q4 | $510K | Buy |
4,340
+117
| +3% | +$13.8K | 0.01% | 855 |
|
|
2022
Q3 | $486K | Buy |
4,223
+982
| +30% | +$113K | 0.01% | 785 |
|
|
2022
Q2 | $411K | Sell |
3,241
-88
| -3% | -$11.2K | 0.01% | 863 |
|
|
2022
Q1 | $441K | Sell |
3,329
-10
| -0.3% | -$1.33K | 0.01% | 841 |
|
|
2021
Q4 | $399K | Buy |
3,339
+98
| +3% | +$11.7K | 0.01% | 846 |
|
|
2021
Q3 | $362K | Sell |
3,241
-638
| -16% | -$71.3K | 0.01% | 839 |
|
|
2021
Q2 | $428K | Sell |
3,879
-15
| -0.4% | -$1.66K | 0.01% | 760 |
|
|
2021
Q1 | $442K | Sell |
3,894
-275
| -7% | -$31.2K | 0.01% | 661 |
|
|
2020
Q4 | $431K | Sell |
4,169
-9,669
| -70% | -$1,000K | 0.01% | 598 |
|
|
2020
Q3 | $1.36M | Buy |
13,838
+10,704
| +342% | +$1.05M | 0.02% | 444 |
|
|
2020
Q2 | $286K | Sell |
3,134
-599
| -16% | -$54.7K | 0.01% | 658 |
|
|
2020
Q1 | $302K | Sell |
3,733
-862
| -19% | -$69.7K | 0.01% | 574 |
|
|
2019
Q4 | $507K | Buy |
+4,595
| New | +$507K | 0.01% | 474 |
|