Cornerstone Planning Group’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 | $5.72K | Buy |
41
+10
| +32% | +$1.4K | ﹤0.01% | 693 |
|
|
2025
Q1 | $4.22K | Buy |
31
+5
| +19% | +$681 | ﹤0.01% | 776 |
|
|
2024
Q4 | $3.17K | Hold |
26
| – | – | ﹤0.01% | 679 |
|
|
2024
Q3 | $3.22K | Buy |
26
+3
| +13% | +$372 | ﹤0.01% | 664 |
|
|
2024
Q2 | $2.73K | Buy |
23
+3
| +15% | +$356 | ﹤0.01% | 702 |
|
|
2024
Q1 | $2.26K | Buy |
20
+6
| +43% | +$677 | ﹤0.01% | 644 |
|
|
2023
Q4 | $1.54K | Sell |
14
-3
| -18% | -$331 | ﹤0.01% | 667 |
|
|
2023
Q3 | $1.69K | Sell |
17
-1
| -6% | -$99 | ﹤0.01% | 692 |
|
|
2023
Q2 | $1.98K | Buy |
+18
| New | +$1.98K | ﹤0.01% | 1151 |
|
|
2022
Q4 | $3.27K | Buy |
+29
| New | +$3.27K | ﹤0.01% | 1059 |
|