CAL
Capital Advisors Ltd’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1400 |
|
|
2025
Q1 | $0 | Sell |
2
-26
| -93% | – | ﹤0.01% | 1396 |
|
|
2024
Q4 | $3K | Buy |
28
+2
| +8% | +$214 | ﹤0.01% | 1005 |
|
|
2024
Q3 | $3K | Buy |
26
+1
| +4% | +$115 | ﹤0.01% | 991 |
|
|
2024
Q2 | $3K | Sell |
25
-2
| -7% | -$240 | ﹤0.01% | 980 |
|
|
2024
Q1 | $3K | Buy |
27
+2
| +8% | +$222 | ﹤0.01% | 967 |
|
|
2023
Q4 | $3K | Sell |
25
-4,341
| -99% | -$521K | ﹤0.01% | 935 |
|
|
2023
Q3 | $433K | Sell |
4,366
-93
| -2% | -$9.22K | 0.07% | 162 |
|
|
2023
Q2 | $491K | Buy |
4,459
+96
| +2% | +$10.6K | 0.07% | 153 |
|
|
2023
Q1 | $478K | Buy |
4,363
+13
| +0.3% | +$1.42K | 0.08% | 137 |
|
|
2022
Q4 | $511K | Sell |
4,350
-20
| -0.5% | -$2.35K | 0.09% | 133 |
|
|
2022
Q3 | $503K | Buy |
4,370
+10
| +0.2% | +$1.15K | 0.1% | 126 |
|
|
2022
Q2 | $553K | Buy |
4,360
+10
| +0.2% | +$1.27K | 0.1% | 116 |
|
|
2022
Q1 | $575K | Sell |
4,350
-3
| -0.1% | -$397 | 0.1% | 122 |
|
|
2021
Q4 | $520K | Buy |
+4,353
| New | +$520K | 0.08% | 131 |
|
|
2014
Q2 | – | Sell |
-32
| Closed | -$2K | – | 325 |
|
|
2014
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 316 |
|
|
2013
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 283 |
|