Crewe Advisors’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 | $68.1K | Hold |
514
| – | – | 0.01% | 265 |
|
|
2025
Q1 | $71.1K | Hold |
514
| – | – | 0.01% | 239 |
|
|
2024
Q4 | $62.1K | Buy |
514
+5
| +1% | +$604 | 0.01% | 261 |
|
|
2024
Q3 | $65.4K | Hold |
509
| – | – | 0.01% | 273 |
|
|
2024
Q2 | $56.5K | Hold |
509
| – | – | 0.01% | 354 |
|
|
2024
Q1 | $57.1K | Buy |
+509
| New | +$57.1K | 0.01% | 350 |
|
|
2023
Q4 | – | Sell |
-517
| Closed | -$51.3K | – | 493 |
|
|
2023
Q3 | $51.3K | Buy |
517
+3
| +0.6% | +$298 | 0.01% | 137 |
|
|
2023
Q2 | $56.6K | Buy |
514
+5
| +1% | +$550 | 0.01% | 260 |
|
|
2023
Q1 | $55.8K | Hold |
509
| – | – | 0.01% | 299 |
|
|
2022
Q4 | $59.8K | Sell |
509
-107
| -17% | -$12.6K | 0.01% | 289 |
|
|
2022
Q3 | $71K | Buy |
616
+31
| +5% | +$3.57K | 0.01% | 267 |
|
|
2022
Q2 | $74K | Buy |
585
+76
| +15% | +$9.61K | 0.02% | 246 |
|
|
2022
Q1 | $67K | Hold |
509
| – | – | 0.01% | 207 |
|
|
2021
Q4 | $61K | Hold |
509
| – | – | 0.01% | 172 |
|
|
2021
Q3 | $57K | Sell |
509
-89
| -15% | -$9.97K | 0.01% | 145 |
|
|
2021
Q2 | $66K | Hold |
598
| – | – | 0.02% | 140 |
|
|
2021
Q1 | $68K | Hold |
598
| – | – | 0.02% | 129 |
|
|
2020
Q4 | $62K | Sell |
598
-17
| -3% | -$1.76K | 0.02% | 122 |
|
|
2020
Q3 | $60K | Buy |
615
+17
| +3% | +$1.66K | 0.03% | 115 |
|
|
2020
Q2 | $55K | Hold |
598
| – | – | 0.03% | 103 |
|
|
2020
Q1 | $48K | Hold |
598
| – | – | 0.03% | 93 |
|
|
2019
Q4 | $66K | Hold |
598
| – | – | 0.03% | 97 |
|
|
2019
Q3 | $68K | Hold |
598
| – | – | 0.03% | 101 |
|
|
2019
Q2 | $65K | Hold |
598
| – | – | 0.02% | 132 |
|
|
2019
Q1 | $63K | Hold |
598
| – | – | 0.02% | 111 |
|
|
2018
Q4 | $56K | Hold |
598
| – | – | 0.02% | 104 |
|
|
2018
Q3 | $56K | Hold |
598
| – | – | 0.05% | 108 |
|
|
2018
Q2 | $53K | Hold |
598
| – | – | 0.05% | 116 |
|
|
2018
Q1 | $53K | Hold |
598
| – | – | 0.05% | 108 |
|
|
2017
Q4 | $56K | Buy |
+598
| New | +$56K | 0.05% | 107 |
|