Carolinas Wealth Consulting’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 | – | Sell |
-21
| Closed | -$2.9K | – | 244 |
|
|
2025
Q1 | $2.9K | Sell |
21
-3
| -13% | -$415 | ﹤0.01% | 706 |
|
|
2024
Q4 | $2.92K | Buy |
24
+5
| +26% | +$608 | ﹤0.01% | 743 |
|
|
2024
Q3 | $2.46K | Buy |
19
+5
| +36% | +$647 | ﹤0.01% | 778 |
|
|
2024
Q2 | $1.56K | Hold |
14
| – | – | ﹤0.01% | 842 |
|
|
2024
Q1 | $1.58K | Hold |
14
| – | – | ﹤0.01% | 827 |
|
|
2023
Q4 | $1.56K | Hold |
14
| – | – | ﹤0.01% | 768 |
|
|
2023
Q3 | $1.35K | Hold |
14
| – | – | ﹤0.01% | 783 |
|
|
2023
Q2 | $1.55K | Hold |
14
| – | – | ﹤0.01% | 850 |
|
|
2023
Q1 | $1.55K | Hold |
14
| – | – | ﹤0.01% | 843 |
|
|
2022
Q4 | $1.66K | Sell |
14
-58
| -81% | -$6.87K | ﹤0.01% | 831 |
|
|
2022
Q3 | $8K | Buy |
72
+58
| +414% | +$6.44K | ﹤0.01% | 595 |
|
|
2022
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 753 |
|
|
2022
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 790 |
|
|
2021
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 818 |
|
|
2021
Q3 | $2K | Sell |
14
-2
| -13% | -$286 | ﹤0.01% | 783 |
|
|
2021
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 799 |
|
|
2021
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 805 |
|
|
2020
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 737 |
|
|
2020
Q3 | $2K | Buy |
16
+10
| +167% | +$1.25K | ﹤0.01% | 688 |
|
|
2020
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 555 |
|