Colonial Trust 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 | $19.2K | Hold |
145
| – | – | ﹤0.01% | 447 |
|
|
2025
Q1 | $20K | Hold |
145
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $17.5K | Sell |
145
-55
| -28% | -$6.64K | ﹤0.01% | 418 |
|
|
2024
Q3 | $25.7K | Hold |
200
| – | – | ﹤0.01% | 407 |
|
|
2024
Q2 | $22.2K | Sell |
200
-1
| -0.5% | -$111 | ﹤0.01% | 415 |
|
|
2024
Q1 | $22.5K | Sell |
201
-7
| -3% | -$785 | ﹤0.01% | 449 |
|
|
2023
Q4 | $22.9K | Buy |
208
+1
| +0.5% | +$110 | ﹤0.01% | 395 |
|
|
2023
Q3 | $20.6K | Buy |
207
+2
| +1% | +$199 | ﹤0.01% | 420 |
|
|
2023
Q2 | $22.6K | Hold |
205
| – | – | ﹤0.01% | 419 |
|
|
2023
Q1 | $22.5K | Sell |
205
-8
| -4% | -$876 | ﹤0.01% | 416 |
|
|
2022
Q4 | $25K | Buy |
+213
| New | +$25K | ﹤0.01% | 409 |
|