Concord Wealth Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $116K | Hold |
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|
2025
Q2 | $109K | Hold |
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|
2025
Q1 | $114K | Hold |
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|
2024
Q4 | $99.1K | Hold |
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|
2024
Q3 | $105K | Hold |
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|
2024
Q2 | $91.1K | Hold |
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|
2024
Q1 | $92.1K | Hold |
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|
2023
Q4 | $90.5K | Hold |
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|
2023
Q3 | $81.5K | Hold |
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|
2023
Q2 | $90.3K | Hold |
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|
2023
Q1 | $89.9K | Hold |
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|
2022
Q4 | $96.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $104K | Hold |
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|
2022
Q1 | $109K | Hold |
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|
2021
Q4 | $98K | Hold |
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|
2021
Q3 | $92K | Sell |
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|
2021
Q2 | $106K | Hold |
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|
2021
Q1 | $109K | Hold |
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|
2020
Q4 | $100K | Buy |
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