Beacon Pointe Advisors’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 | $997K | Sell |
7,528
-364
| -5% | -$48.2K | 0.01% | 672 |
|
|
2025
Q1 | $1.09M | Sell |
7,892
-94
| -1% | -$13K | 0.01% | 611 |
|
|
2024
Q4 | $964K | Buy |
7,986
+1,255
| +19% | +$152K | 0.01% | 634 |
|
|
2024
Q3 | $864K | Sell |
6,731
-1,200
| -15% | -$154K | 0.01% | 667 |
|
|
2024
Q2 | $880K | Sell |
7,931
-481
| -6% | -$53.4K | 0.01% | 679 |
|
|
2024
Q1 | $943K | Buy |
8,412
+1,111
| +15% | +$125K | 0.01% | 701 |
|
|
2023
Q4 | $805K | Sell |
7,301
-477
| -6% | -$52.6K | 0.01% | 728 |
|
|
2023
Q3 | $772K | Buy |
7,778
+3,418
| +78% | +$339K | 0.01% | 706 |
|
|
2023
Q2 | $480K | Sell |
4,360
-3,260
| -43% | -$359K | 0.01% | 722 |
|
|
2023
Q1 | $835K | Buy |
7,620
+1,711
| +29% | +$187K | 0.01% | 592 |
|
|
2022
Q4 | $694K | Buy |
5,909
+450
| +8% | +$52.9K | 0.01% | 593 |
|
|
2022
Q3 | $628K | Sell |
5,459
-39
| -0.7% | -$4.49K | 0.01% | 578 |
|
|
2022
Q2 | $697K | Sell |
5,498
-2,344
| -30% | -$297K | 0.01% | 564 |
|
|
2022
Q1 | $1.04M | Buy |
7,842
+2,881
| +58% | +$381K | 0.01% | 607 |
|
|
2021
Q4 | $593K | Sell |
4,961
-1
| -0% | -$120 | 0.02% | 514 |
|
|
2021
Q3 | $554K | Sell |
4,962
-3,091
| -38% | -$345K | 0.01% | 521 |
|
|
2021
Q2 | $888K | Buy |
8,053
+747
| +10% | +$82.4K | 0.03% | 358 |
|
|
2021
Q1 | $828K | Buy |
7,306
+1,733
| +31% | +$196K | 0.05% | 226 |
|
|
2020
Q4 | $575K | Buy |
5,573
+246
| +5% | +$25.4K | 0.04% | 257 |
|
|
2020
Q3 | $522K | Buy |
5,327
+65
| +1% | +$6.37K | 0.05% | 224 |
|
|
2020
Q2 | $482K | Sell |
5,262
-114
| -2% | -$10.4K | 0.05% | 237 |
|
|
2020
Q1 | $434K | Buy |
5,376
+3,113
| +138% | +$251K | 0.07% | 188 |
|
|
2019
Q4 | $251K | Buy |
2,263
+19
| +0.8% | +$2.11K | 0.08% | 185 |
|
|
2019
Q3 | $255K | Buy |
2,244
+66
| +3% | +$7.5K | 0.11% | 146 |
|
|
2019
Q2 | $238K | Buy |
2,178
+27
| +1% | +$2.95K | 0.09% | 175 |
|
|
2019
Q1 | $228K | Hold |
2,151
| – | – | 0.09% | 167 |
|
|
2018
Q4 | $202K | Buy |
+2,151
| New | +$202K | 0.12% | 155 |
|