Coppell Advisory Solutions’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 | $431K | Buy |
3,275
+1,210
| +59% | +$159K | 0.05% | 264 |
|
|
2025
Q1 | $282K | Buy |
2,065
+3
| +0.1% | +$410 | 0.04% | 270 |
|
|
2024
Q4 | $249K | Sell |
2,062
-5
| -0.2% | -$603 | 0.03% | 244 |
|
|
2024
Q3 | $263K | Buy |
2,067
+6
| +0.3% | +$764 | 0.04% | 234 |
|
|
2024
Q2 | $229K | Buy |
+2,061
| New | +$229K | 0.04% | 233 |
|
|
2023
Q4 | $231K | Buy |
2,095
+1,959
| +1,440% | +$216K | 0.05% | 246 |
|
|
2023
Q3 | $16K | Buy |
136
+80
| +143% | +$9.4K | 0.01% | 529 |
|
|
2023
Q2 | $6.17K | Buy |
+56
| New | +$6.17K | ﹤0.01% | 809 |
|
|
2023
Q1 | – | Sell |
-136
| Closed | -$16K | – | 436 |
|
|
2022
Q4 | $16K | Buy |
+136
| New | +$16K | 0.01% | 534 |
|