Concourse Financial Group Securities’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,110
| Closed | -$614K | – | 2154 |
|
|
2024
Q4 | $614K | Sell |
5,110
-133
| -3% | -$16K | 0.03% | 430 |
|
|
2024
Q3 | $679K | Sell |
5,243
-337
| -6% | -$43.6K | 0.04% | 392 |
|
|
2024
Q2 | $625K | Buy |
5,580
+142
| +3% | +$15.9K | 0.04% | 385 |
|
|
2024
Q1 | $615K | Buy |
5,438
+239
| +5% | +$27K | 0.04% | 399 |
|
|
2023
Q4 | $579K | Buy |
5,199
+4,718
| +981% | +$525K | 0.04% | 406 |
|
|
2023
Q3 | $48.2K | Buy |
481
+36
| +8% | +$3.61K | ﹤0.01% | 1095 |
|
|
2023
Q2 | $49.4K | Buy |
445
+10
| +2% | +$1.11K | ﹤0.01% | 1093 |
|
|
2023
Q1 | $48K | Buy |
435
+32
| +8% | +$3.53K | ﹤0.01% | 1109 |
|
|
2022
Q4 | $47.7K | Sell |
403
-23
| -5% | -$2.73K | ﹤0.01% | 1091 |
|
|
2022
Q3 | $49K | Sell |
426
-110
| -21% | -$12.7K | ﹤0.01% | 949 |
|
|
2022
Q2 | $68K | Sell |
536
-34
| -6% | -$4.31K | 0.01% | 952 |
|
|
2022
Q1 | $76K | Buy |
570
+110
| +24% | +$14.7K | 0.01% | 973 |
|
|
2021
Q4 | $55K | Sell |
460
-393
| -46% | -$47K | ﹤0.01% | 1248 |
|
|
2021
Q3 | $96K | Sell |
853
-221
| -21% | -$24.9K | 0.01% | 1011 |
|
|
2021
Q2 | $119K | Sell |
1,074
-54
| -5% | -$5.98K | 0.01% | 908 |
|
|
2021
Q1 | $129K | Sell |
1,128
-824
| -42% | -$94.2K | 0.01% | 830 |
|
|
2020
Q4 | $203K | Sell |
1,952
-47
| -2% | -$4.89K | 0.02% | 628 |
|
|
2020
Q3 | $197K | Buy |
1,999
+1,126
| +129% | +$111K | 0.02% | 553 |
|
|
2020
Q2 | $81K | Sell |
873
-1
| -0.1% | -$93 | 0.01% | 795 |
|
|
2020
Q1 | $71K | Buy |
874
+39
| +5% | +$3.17K | 0.01% | 767 |
|
|
2019
Q4 | $93K | Buy |
835
+817
| +4,539% | +$91K | 0.01% | 734 |
|
|
2019
Q3 | $2K | Sell |
18
-206
| -92% | -$22.9K | ﹤0.01% | 1523 |
|
|
2019
Q2 | $25K | Hold |
224
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q1 | $23K | Buy |
224
+27
| +14% | +$2.77K | ﹤0.01% | 1206 |
|
|
2018
Q4 | $18K | Buy |
197
+101
| +105% | +$9.23K | ﹤0.01% | 1198 |
|
|
2018
Q3 | $9K | Buy |
+96
| New | +$9K | ﹤0.01% | 1137 |
|