Capital Asset Advisory 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 | $267K | Buy |
2,017
+4
| +0.2% | +$530 | 0.01% | 234 |
|
|
2025
Q1 | $278K | Sell |
2,013
-2,199
| -52% | -$303K | 0.01% | 232 |
|
|
2024
Q4 | $512K | Buy |
4,212
+532
| +14% | +$64.7K | 0.03% | 182 |
|
|
2024
Q3 | $462K | Buy |
3,680
+165
| +5% | +$20.7K | 0.02% | 191 |
|
|
2024
Q2 | $382K | Buy |
3,515
+15
| +0.4% | +$1.63K | 0.02% | 216 |
|
|
2024
Q1 | $382K | Sell |
3,500
-490
| -12% | -$53.5K | 0.02% | 216 |
|
|
2023
Q4 | $440K | Buy |
3,990
+623
| +19% | +$68.7K | 0.03% | 202 |
|
|
2023
Q3 | $329K | Sell |
3,367
-497
| -13% | -$48.6K | 0.02% | 230 |
|
|
2023
Q2 | $436K | Buy |
3,864
+3
| +0.1% | +$339 | 0.03% | 217 |
|
|
2023
Q1 | $423K | Sell |
3,861
-617
| -14% | -$67.6K | 0.03% | 217 |
|
|
2022
Q4 | $526K | Buy |
4,478
+571
| +15% | +$67.1K | 0.04% | 208 |
|
|
2022
Q3 | $450K | Sell |
3,907
-1,525
| -28% | -$176K | 0.06% | 185 |
|
|
2022
Q2 | $693K | Buy |
5,432
+427
| +9% | +$54.5K | 0.08% | 185 |
|
|
2022
Q1 | $666K | Buy |
5,005
+1,130
| +29% | +$150K | 0.07% | 207 |
|
|
2021
Q4 | $467K | Sell |
3,875
-1,367
| -26% | -$165K | 0.05% | 260 |
|
|
2021
Q3 | $590K | Sell |
5,242
-584
| -10% | -$65.7K | 0.07% | 226 |
|
|
2021
Q2 | $648K | Buy |
5,826
+81
| +1% | +$9.01K | 0.07% | 202 |
|
|
2021
Q1 | $656K | Sell |
5,745
-849
| -13% | -$96.9K | 0.1% | 192 |
|
|
2020
Q4 | $687K | Sell |
6,594
-156
| -2% | -$16.3K | 0.12% | 145 |
|
|
2020
Q3 | $667K | Buy |
6,750
+956
| +16% | +$94.5K | 0.14% | 130 |
|
|
2020
Q2 | $579K | Buy |
5,794
+6
| +0.1% | +$600 | 0.12% | 151 |
|
|
2020
Q1 | $473K | Buy |
5,788
+1,113
| +24% | +$91K | 0.13% | 136 |
|
|
2019
Q4 | $533K | Buy |
+4,675
| New | +$533K | 0.13% | 159 |
|