Client 1st Advisory Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,539
| Closed | -$326K | – | 133 |
|
|
2024
Q3 | $326K | Hold |
2,539
| – | – | 0.13% | 90 |
|
|
2024
Q2 | $282K | Hold |
2,539
| – | – | 0.12% | 89 |
|
|
2024
Q1 | $285K | Hold |
2,539
| – | – | 0.13% | 89 |
|
|
2023
Q4 | $280K | Hold |
2,539
| – | – | 0.14% | 81 |
|
|
2023
Q3 | $252K | Hold |
2,539
| – | – | 0.13% | 87 |
|
|
2023
Q2 | $279K | Hold |
2,539
| – | – | 0.15% | 80 |
|
|
2023
Q1 | $278K | Hold |
2,539
| – | – | 0.15% | 74 |
|
|
2022
Q4 | $298K | Hold |
2,539
| – | – | 0.17% | 66 |
|
|
2022
Q3 | $292K | Hold |
2,539
| – | – | 0.18% | 64 |
|
|
2022
Q2 | $322K | Hold |
2,539
| – | – | 0.19% | 60 |
|
|
2022
Q1 | $336K | Hold |
2,539
| – | – | 0.16% | 63 |
|
|
2021
Q4 | $304K | Hold |
2,539
| – | – | 0.15% | 59 |
|
|
2021
Q3 | $284K | Sell |
2,539
-444
| -15% | -$49.7K | 0.15% | 57 |
|
|
2021
Q2 | $329K | Hold |
2,983
| – | – | 0.17% | 51 |
|
|
2021
Q1 | $338K | Hold |
2,983
| – | – | 0.19% | 45 |
|
|
2020
Q4 | $314K | Hold |
2,983
| – | – | 0.2% | 38 |
|
|
2020
Q3 | $330K | Hold |
2,983
| – | – | 0.23% | 39 |
|
|
2020
Q2 | $289K | Hold |
2,983
| – | – | 0.24% | 44 |
|
|
2020
Q1 | $241K | Hold |
2,983
| – | – | 0.25% | 47 |
|
|
2019
Q4 | $330K | Buy |
+2,983
| New | +$330K | 0.33% | 39 |
|