Brown, Lisle/Cummings’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 | $44.1K | Hold |
333
| – | – | 0.01% | 347 |
|
|
2025
Q1 | $46K | Hold |
333
| – | – | 0.01% | 339 |
|
|
2024
Q4 | $40.2K | Hold |
333
| – | – | 0.01% | 354 |
|
|
2024
Q3 | $42.8K | Hold |
333
| – | – | 0.01% | 329 |
|
|
2024
Q2 | $37K | Sell |
333
-175
| -34% | -$19.4K | 0.01% | 336 |
|
|
2024
Q1 | $57K | Hold |
508
| – | – | 0.02% | 281 |
|
|
2023
Q4 | $56K | Hold |
508
| – | – | 0.02% | 277 |
|
|
2023
Q3 | $50.4K | Hold |
508
| – | – | 0.02% | 271 |
|
|
2023
Q2 | $55.9K | Buy |
508
+333
| +190% | +$36.6K | 0.03% | 269 |
|
|
2023
Q1 | $19.2K | Hold |
175
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $20.6K | Hold |
175
| – | – | 0.01% | 321 |
|
|
2022
Q3 | $20.1K | Hold |
175
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $22.2K | Hold |
175
| – | – | 0.01% | 318 |
|
|
2022
Q1 | $23.1K | Hold |
175
| – | – | 0.01% | 325 |
|
|
2021
Q4 | $20.9K | Buy |
+175
| New | +$20.9K | 0.01% | 332 |
|