Continuum Advisory’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 | – | Sell |
-1,333
| Closed | -$184K | – | 709 |
|
|
2025
Q1 | $184K | Sell |
1,333
-110
| -8% | -$15.2K | 0.02% | 408 |
|
|
2024
Q4 | $174K | Buy |
1,443
+15
| +1% | +$1.81K | 0.02% | 410 |
|
|
2024
Q3 | $171K | Sell |
1,428
-56
| -4% | -$6.69K | 0.02% | 425 |
|
|
2024
Q2 | $165K | Buy |
1,484
+15
| +1% | +$1.67K | 0.02% | 399 |
|
|
2024
Q1 | $171K | Buy |
+1,469
| New | +$171K | 0.03% | 391 |
|