Belpointe Asset Management’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 | $276K | Buy |
2,082
+7
| +0.3% | +$927 | 0.01% | 781 |
|
|
2025
Q1 | $287K | Sell |
2,075
-42
| -2% | -$5.81K | 0.01% | 740 |
|
|
2024
Q4 | $265K | Sell |
2,117
-20
| -0.9% | -$2.5K | 0.02% | 702 |
|
|
2024
Q3 | $274K | Buy |
2,137
+41
| +2% | +$5.27K | 0.02% | 695 |
|
|
2024
Q2 | $233K | Sell |
2,096
-276
| -12% | -$30.6K | 0.02% | 676 |
|
|
2024
Q1 | $266K | Sell |
2,372
-141
| -6% | -$15.8K | 0.02% | 643 |
|
|
2023
Q4 | $277K | Buy |
2,513
+499
| +25% | +$55K | 0.02% | 548 |
|
|
2023
Q3 | $200K | Buy |
2,014
+180
| +10% | +$17.9K | 0.02% | 606 |
|
|
2023
Q2 | $202K | Sell |
1,834
-1,370
| -43% | -$151K | 0.02% | 572 |
|
|
2023
Q1 | $351K | Buy |
3,204
+482
| +18% | +$52.8K | 0.02% | 687 |
|
|
2022
Q4 | $320K | Sell |
2,722
-831
| -23% | -$97.7K | 0.02% | 708 |
|
|
2022
Q3 | $409K | Sell |
3,553
-27
| -0.8% | -$3.11K | 0.03% | 583 |
|
|
2022
Q2 | $454K | Buy |
3,580
+220
| +7% | +$27.9K | 0.03% | 526 |
|
|
2022
Q1 | $444K | Sell |
3,360
-5,781
| -63% | -$764K | 0.03% | 581 |
|
|
2021
Q4 | $1.09M | Buy |
9,141
+695
| +8% | +$83K | 0.07% | 294 |
|
|
2021
Q3 | $944K | Buy |
8,446
+5,739
| +212% | +$641K | 0.06% | 320 |
|
|
2021
Q2 | $298K | Buy |
2,707
+615
| +29% | +$67.7K | 0.02% | 668 |
|
|
2021
Q1 | $236K | Sell |
2,092
-553
| -21% | -$62.4K | 0.02% | 688 |
|
|
2020
Q4 | $273K | Sell |
2,645
-293
| -10% | -$30.2K | 0.02% | 596 |
|
|
2020
Q3 | $288K | Sell |
2,938
-66
| -2% | -$6.47K | 0.03% | 451 |
|
|
2020
Q2 | $275K | Buy |
3,004
+1,182
| +65% | +$108K | 0.04% | 429 |
|
|
2020
Q1 | $147K | Sell |
1,822
-550
| -23% | -$44.4K | 0.03% | 501 |
|
|
2019
Q4 | $262K | Buy |
2,372
+1,366
| +136% | +$151K | 0.03% | 468 |
|
|
2019
Q3 | $114K | Buy |
+1,006
| New | +$114K | 0.02% | 624 |
|
|
2018
Q4 | – | Sell |
-5,842
| Closed | -$543K | – | 530 |
|
|
2018
Q3 | $543K | Buy |
+5,842
| New | +$543K | 0.09% | 240 |
|