Concord Wealth Partners’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 | $109K | Hold |
821
| – | – | 0.02% | 260 |
|
|
2025
Q1 | $114K | Hold |
821
| – | – | 0.02% | 234 |
|
|
2024
Q4 | $99.1K | Hold |
821
| – | – | 0.02% | 251 |
|
|
2024
Q3 | $105K | Hold |
821
| – | – | 0.02% | 257 |
|
|
2024
Q2 | $91.1K | Hold |
821
| – | – | 0.02% | 251 |
|
|
2024
Q1 | $92.1K | Hold |
821
| – | – | 0.02% | 280 |
|
|
2023
Q4 | $90.5K | Hold |
821
| – | – | 0.02% | 285 |
|
|
2023
Q3 | $81.5K | Hold |
821
| – | – | 0.02% | 309 |
|
|
2023
Q2 | $90.3K | Hold |
821
| – | – | 0.02% | 286 |
|
|
2023
Q1 | $89.9K | Hold |
821
| – | – | 0.03% | 266 |
|
|
2022
Q4 | $96.5K | Buy |
+821
| New | +$96.5K | 0.03% | 260 |
|
|
2022
Q3 | – | Sell |
-821
| Closed | -$104K | – | 405 |
|
|
2022
Q2 | $104K | Hold |
821
| – | – | 0.03% | 258 |
|
|
2022
Q1 | $109K | Hold |
821
| – | – | 0.03% | 288 |
|
|
2021
Q4 | $98K | Hold |
821
| – | – | 0.02% | 312 |
|
|
2021
Q3 | $92K | Sell |
821
-144
| -15% | -$16.1K | 0.04% | 147 |
|
|
2021
Q2 | $106K | Hold |
965
| – | – | 0.03% | 226 |
|
|
2021
Q1 | $109K | Hold |
965
| – | – | 0.04% | 202 |
|
|
2020
Q4 | $100K | Buy |
+965
| New | +$100K | 0.08% | 134 |
|