Bell Investment 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 | $4.77K | Buy |
36
+9
| +33% | +$1.19K | ﹤0.01% | 998 |
|
|
2025
Q1 | $3.73K | Hold |
27
| – | – | ﹤0.01% | 1050 |
|
|
2024
Q4 | $3.26K | Hold |
27
| – | – | ﹤0.01% | 1132 |
|
|
2024
Q3 | $3.47K | Sell |
27
-10
| -27% | -$1.28K | ﹤0.01% | 1108 |
|
|
2024
Q2 | $4.11K | Hold |
37
| – | – | ﹤0.01% | 1024 |
|
|
2024
Q1 | $4.15K | Hold |
37
| – | – | ﹤0.01% | 1024 |
|
|
2023
Q4 | $4.08K | Buy |
37
+6
| +19% | +$662 | ﹤0.01% | 981 |
|
|
2023
Q3 | $3.08K | Sell |
31
-34
| -52% | -$3.38K | ﹤0.01% | 1068 |
|
|
2023
Q2 | $7.15K | Sell |
65
-4
| -6% | -$440 | ﹤0.01% | 638 |
|
|
2023
Q1 | $7.56K | Buy |
69
+35
| +103% | +$3.83K | ﹤0.01% | 588 |
|
|
2022
Q4 | $4K | Sell |
34
-1
| -3% | -$118 | ﹤0.01% | 925 |
|
|
2022
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 768 |
|
|
2022
Q2 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 789 |
|
|
2021
Q4 | $4K | Buy |
31
+6
| +24% | +$774 | ﹤0.01% | 849 |
|
|
2021
Q3 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 904 |
|