Caprock Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $455K | Sell |
3,255
-48
| -1% | -$6.72K | 0.01% | 758 |
|
|
2024
Q4 | $403K | Buy |
3,303
+906
| +38% | +$110K | 0.01% | 697 |
|
|
2024
Q3 | $311K | Buy |
2,397
+157
| +7% | +$20.4K | 0.01% | 717 |
|
|
2024
Q2 | $251K | Buy |
2,240
+69
| +3% | +$7.75K | 0.01% | 741 |
|
|
2024
Q1 | $246K | Sell |
2,171
-127
| -6% | -$14.4K | 0.01% | 620 |
|
|
2023
Q4 | $256K | Buy |
+2,298
| New | +$256K | 0.02% | 584 |
|