Checchi Capital Advisers’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 | $245K | Sell |
1,847
-208
| -10% | -$27.6K | 0.01% | 505 |
|
|
2025
Q1 | $284K | Buy |
2,055
+325
| +19% | +$44.9K | 0.02% | 466 |
|
|
2024
Q4 | $209K | Sell |
1,730
-3
| -0.2% | -$362 | 0.01% | 536 |
|
|
2024
Q3 | $223K | Buy |
+1,733
| New | +$223K | 0.01% | 527 |
|
|
2023
Q3 | – | Sell |
-1,828
| Closed | -$201K | – | 548 |
|
|
2023
Q2 | $201K | Buy |
+1,828
| New | +$201K | 0.02% | 544 |
|
|
2023
Q1 | – | Sell |
-2,070
| Closed | -$243K | – | 568 |
|
|
2022
Q4 | $243K | Buy |
2,070
+134
| +7% | +$15.7K | 0.03% | 467 |
|
|
2022
Q3 | $223K | Buy |
1,936
+78
| +4% | +$8.99K | 0.02% | 479 |
|
|
2022
Q2 | $242K | Buy |
+1,858
| New | +$242K | 0.02% | 489 |
|
|
2020
Q1 | – | Sell |
-1,831
| Closed | -$202K | – | 406 |
|
|
2019
Q4 | $202K | Sell |
1,831
-317
| -15% | -$35K | 0.03% | 406 |
|
|
2019
Q3 | $243K | Buy |
2,148
+279
| +15% | +$31.6K | 0.03% | 340 |
|
|
2019
Q2 | $203K | Sell |
1,869
-16
| -0.8% | -$1.74K | 0.03% | 383 |
|
|
2019
Q1 | $200K | Buy |
+1,885
| New | +$200K | 0.02% | 378 |
|
|
2016
Q3 | – | Sell |
-1,392
| Closed | -$117K | – | 618 |
|
|
2016
Q2 | $117K | Sell |
1,392
-230
| -14% | -$19.3K | 0.01% | 511 |
|
|
2016
Q1 | $125K | Buy |
+1,622
| New | +$125K | 0.03% | 491 |
|