Copperwynd Financial’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 | $874K | Sell |
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|
2025
Q1 | $914K | Buy |
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|
2024
Q4 | $750K | Buy |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $712K | Buy |
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|
2024
Q1 | $583K | Buy |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $514K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $497K | Sell |
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|
2022
Q2 | $564K | Sell |
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|
2022
Q1 | $604K | Buy |
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|
2021
Q4 | $514K | Buy |
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|
2021
Q3 | $446K | Sell |
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|
2021
Q2 | $494K | Buy |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $443K | Sell |
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|
2020
Q3 | $430K | Sell |
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|
2020
Q2 | $411K | Sell |
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|
2020
Q1 | $388K | Sell |
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|
2019
Q4 | $545K | Buy |
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|
2019
Q3 | $480K | Buy |
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|
2019
Q2 | $441K | Buy |
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|
2019
Q1 | $415K | Buy |
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|
2018
Q4 | $347K | Buy |
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|
2018
Q3 | $331K | Buy |
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|
2018
Q2 | $299K | Buy |
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|
2018
Q1 | $293K | Buy |
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|
2017
Q4 | $278K | Buy |
|