Confluence Wealth Services’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
Q2 | $383K | Buy |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $356K | Sell |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $468K | Buy |
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|
2023
Q1 | $466K | Hold |
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|
2022
Q4 | $500K | Hold |
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|
2022
Q3 | $489K | Hold |
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|
2022
Q2 | $567K | Hold |
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|
2022
Q1 | $562K | Hold |
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|
2021
Q4 | $508K | Buy |
|