Clearstead Advisors’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 | $365K | Buy |
2,754
+1,389
| +102% | +$184K | 0.01% | 696 |
|
|
2025
Q1 | $189K | Buy |
1,365
+98
| +8% | +$13.6K | ﹤0.01% | 849 |
|
|
2024
Q4 | $153K | Sell |
1,267
-86
| -6% | -$10.4K | ﹤0.01% | 918 |
|
|
2024
Q3 | $174K | Buy |
1,353
+17
| +1% | +$2.18K | ﹤0.01% | 898 |
|
|
2024
Q2 | $148K | Hold |
1,336
| – | – | ﹤0.01% | 908 |
|
|
2024
Q1 | $154K | Sell |
1,336
-38
| -3% | -$4.38K | 0.01% | 513 |
|
|
2023
Q4 | $151K | Sell |
1,374
-1,154
| -46% | -$127K | 0.01% | 500 |
|
|
2023
Q3 | $251K | Buy |
2,528
+338
| +15% | +$33.6K | 0.01% | 521 |
|
|
2023
Q2 | $241K | Buy |
2,190
+32
| +1% | +$3.52K | 0.01% | 406 |
|
|
2023
Q1 | $236K | Sell |
2,158
-112
| -5% | -$12.3K | 0.02% | 372 |
|
|
2022
Q4 | $267K | Buy |
2,270
+7
| +0.3% | +$823 | 0.02% | 345 |
|
|
2022
Q3 | $260K | Buy |
2,263
+970
| +75% | +$111K | 0.02% | 327 |
|
|
2022
Q2 | $164K | Buy |
1,293
+29
| +2% | +$3.68K | 0.01% | 404 |
|
|
2022
Q1 | $167K | Buy |
+1,264
| New | +$167K | 0.01% | 436 |
|
|
2021
Q4 | – | Sell |
-33
| Closed | -$4K | – | 1311 |
|
|
2021
Q3 | $4K | Buy |
33
+12
| +57% | +$1.46K | ﹤0.01% | 1044 |
|
|
2021
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1034 |
|
|
2020
Q3 | – | Sell |
-118
| Closed | -$11K | – | 894 |
|
|
2020
Q2 | $11K | Sell |
118
-799
| -87% | -$74.5K | ﹤0.01% | 591 |
|
|
2020
Q1 | $74K | Buy |
+917
| New | +$74K | 0.01% | 361 |
|