Caldwell Trust’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
1,688
-67
|
|
||||
|
2025
Q1 | $243K | Sell |
1,755
-64
|
|
||||
|
2024
Q4 | $220K | Hold |
1,819
|
|
||||
|
2024
Q3 | $234K | Sell |
1,819
-58
|
|
||||
|
2024
Q2 | $208K | Buy |
1,877
+165
|
|
||||
|
2024
Q1 | $192K | Buy |
1,712
+154
|
|
||||
|
2023
Q4 | $172K | Sell |
1,558
-163
|
|
||||
|
2023
Q3 | $171K | Buy |
1,721
+150
|
|
||||
|
2023
Q2 | $173K | Buy |
1,571
+19
|
|
||||
|
2023
Q1 | $170K | Sell |
1,552
-19
|
|
||||
|
2022
Q4 | $185K | Hold |
1,571
|
|
||||
|
2022
Q3 | $181K | Sell |
1,571
-70
|
|
||||
|
2022
Q2 | $208K | Buy |
1,641
+851
|
|
||||
|
2022
Q1 | $104K | Hold |
790
|
|
||||
|
2021
Q4 | $94.4K | Sell |
790
-54
|
|
||||
|
2021
Q3 | $94.3K | Sell |
844
-420
|
|
||||
|
2021
Q2 | $139K | Sell |
1,264
-301
|
|
||||
|
2021
Q1 | $177K | Hold |
1,565
|
|
||||
|
2020
Q4 | $162K | Sell |
1,565
-118
|
|
||||
|
2020
Q3 | $165K | Hold |
1,683
|
|
||||
|
2020
Q2 | $154K | Hold |
1,683
|
|
||||
|
2020
Q1 | $136K | Hold |
1,683
|
|
||||
|
2019
Q4 | $186K | Buy |
+1,683
|
|