Caldwell Trust’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $239K | Hold |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $234K | Sell |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $192K | Buy |
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|
2023
Q4 | $172K | Sell |
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|
2023
Q3 | $171K | Buy |
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|
2023
Q2 | $173K | Buy |
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|
2023
Q1 | $170K | Sell |
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|
2022
Q4 | $185K | Hold |
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|
2022
Q3 | $181K | Sell |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $104K | Hold |
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|
2021
Q4 | $94.4K | Sell |
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|
2021
Q3 | $94.3K | Sell |
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|
2021
Q2 | $139K | Sell |
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|
2021
Q1 | $177K | Hold |
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|
2020
Q4 | $162K | Sell |
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|
2020
Q3 | $165K | Hold |
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|
2020
Q2 | $154K | Hold |
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|
2020
Q1 | $136K | Hold |
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|
2019
Q4 | $186K | Buy |
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