Centennial Wealth Advisory’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 | $842K | Sell |
6,355
-153
| -2% | -$20.3K | 0.27% | 51 |
|
|
2025
Q1 | $900K | Buy |
6,508
+893
| +16% | +$123K | 0.33% | 40 |
|
|
2024
Q4 | $678K | Buy |
5,615
+277
| +5% | +$33.5K | 0.27% | 47 |
|
|
2024
Q3 | $685K | Buy |
5,338
+110
| +2% | +$14.1K | 0.27% | 37 |
|
|
2024
Q2 | $580K | Buy |
5,228
+24
| +0.5% | +$2.66K | 0.25% | 51 |
|
|
2024
Q1 | $584K | Sell |
5,204
-164
| -3% | -$18.4K | 0.27% | 51 |
|
|
2023
Q4 | $592K | Sell |
5,368
-773
| -13% | -$85.2K | 0.3% | 44 |
|
|
2023
Q3 | $610K | Sell |
6,141
-354
| -5% | -$35.1K | 0.33% | 51 |
|
|
2023
Q2 | $715K | Buy |
6,495
+223
| +4% | +$24.5K | 0.37% | 44 |
|
|
2023
Q1 | $687K | Buy |
6,272
+2,232
| +55% | +$245K | 0.36% | 45 |
|
|
2022
Q4 | $475K | Buy |
4,040
+105
| +3% | +$12.3K | 0.27% | 54 |
|
|
2022
Q3 | $453K | Sell |
3,935
-439
| -10% | -$50.5K | 0.27% | 47 |
|
|
2022
Q2 | $554K | Buy |
4,374
+771
| +21% | +$97.7K | 0.31% | 52 |
|
|
2022
Q1 | $476K | Buy |
3,603
+227
| +7% | +$30K | 0.26% | 53 |
|
|
2021
Q4 | $404K | Buy |
+3,376
| New | +$404K | 0.23% | 52 |
|