Calton & Associates’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 | $235K | Sell |
1,774
-352
| -17% | -$46.6K | 0.04% | 334 |
|
|
2025
Q1 | $294K | Buy |
+2,126
| New | +$294K | 0.07% | 243 |
|
|
2024
Q4 | – | Sell |
-1,675
| Closed | -$215K | – | 216 |
|
|
2024
Q3 | $215K | Buy |
+1,675
| New | +$215K | 0.08% | 210 |
|
|
2023
Q3 | – | Sell |
-2,067
| Closed | -$227K | – | 143 |
|
|
2023
Q2 | $227K | Sell |
2,067
-52
| -2% | -$5.72K | 0.11% | 180 |
|
|
2023
Q1 | $232K | Sell |
2,119
-33
| -2% | -$3.61K | 0.11% | 190 |
|
|
2022
Q4 | $253K | Sell |
2,152
-105
| -5% | -$12.3K | 0.1% | 226 |
|
|
2022
Q3 | $259K | Buy |
2,257
+23
| +1% | +$2.64K | 0.15% | 161 |
|
|
2022
Q2 | $283K | Buy |
2,234
+2
| +0.1% | +$253 | 0.16% | 161 |
|
|
2022
Q1 | $295K | Buy |
2,232
+2
| +0.1% | +$264 | 0.09% | 250 |
|
|
2021
Q4 | $266K | Sell |
2,230
-133
| -6% | -$15.9K | 0.07% | 290 |
|
|
2021
Q3 | $263K | Sell |
2,363
-429
| -15% | -$47.7K | 0.06% | 313 |
|
|
2021
Q2 | $307K | Sell |
2,792
-28
| -1% | -$3.08K | 0.06% | 294 |
|
|
2021
Q1 | $320K | Sell |
2,820
-6
| -0.2% | -$681 | 0.06% | 268 |
|
|
2020
Q4 | $292K | Buy |
2,826
+156
| +6% | +$16.1K | 0.05% | 273 |
|
|
2020
Q3 | $261K | Buy |
+2,670
| New | +$261K | 0.05% | 259 |
|
|
2018
Q1 | – | Sell |
-102
| Closed | -$9K | – | 568 |
|
|
2017
Q4 | $9K | Buy |
+102
| New | +$9K | ﹤0.01% | 1084 |
|