Burkett Financial Services’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 | $153K | Buy |
1,155
+9
| +0.8% | +$1.19K | 0.06% | 55 |
|
|
2025
Q1 | $158K | Buy |
1,146
+10
| +0.9% | +$1.38K | 0.06% | 52 |
|
|
2024
Q4 | $137K | Hold |
1,136
| – | – | 0.06% | 54 |
|
|
2024
Q3 | $146K | Buy |
1,136
+10
| +0.9% | +$1.28K | 0.06% | 49 |
|
|
2024
Q2 | $125K | Buy |
1,126
+11
| +1% | +$1.22K | 0.06% | 50 |
|
|
2024
Q1 | $125K | Buy |
1,115
+11
| +1% | +$1.23K | 0.06% | 53 |
|
|
2023
Q4 | $122K | Buy |
+1,104
| New | +$122K | 0.07% | 54 |
|