Bleakley Financial Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,345
| Closed | -$525K | – | 637 |
|
|
2024
Q4 | $525K | Buy |
4,345
+96
| +2% | +$11.6K | 0.02% | 607 |
|
|
2024
Q3 | $546K | Buy |
4,249
+54
| +1% | +$6.93K | 0.02% | 581 |
|
|
2024
Q2 | $466K | Sell |
4,195
-137
| -3% | -$15.2K | 0.01% | 635 |
|
|
2024
Q1 | $486K | Sell |
4,332
-4
| -0.1% | -$449 | 0.01% | 623 |
|
|
2023
Q4 | $478K | Buy |
4,336
+2
| +0% | +$220 | 0.02% | 600 |
|
|
2023
Q3 | $430K | Buy |
4,334
+533
| +14% | +$52.9K | 0.02% | 578 |
|
|
2023
Q2 | $418K | Buy |
3,801
+481
| +14% | +$52.9K | 0.01% | 634 |
|
|
2023
Q1 | $364K | Buy |
3,320
+527
| +19% | +$57.7K | 0.01% | 656 |
|
|
2022
Q4 | $328K | Buy |
+2,793
| New | +$328K | 0.01% | 674 |
|