D.A. Davidson & Co’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 | $635K | Buy |
4,793
+117
| +3% | +$15.5K | ﹤0.01% | 958 |
|
|
2025
Q1 | $647K | Sell |
4,676
-268
| -5% | -$37.1K | 0.01% | 919 |
|
|
2024
Q4 | $597K | Sell |
4,944
-93
| -2% | -$11.2K | ﹤0.01% | 954 |
|
|
2024
Q3 | $647K | Buy |
5,037
+119
| +2% | +$15.3K | 0.01% | 917 |
|
|
2024
Q2 | $545K | Buy |
4,918
+34
| +0.7% | +$3.77K | ﹤0.01% | 942 |
|
|
2024
Q1 | $548K | Sell |
4,884
-60
| -1% | -$6.73K | ﹤0.01% | 959 |
|
|
2023
Q4 | $545K | Sell |
4,944
-10
| -0.2% | -$1.1K | 0.01% | 916 |
|
|
2023
Q3 | $492K | Buy |
+4,954
| New | +$492K | 0.01% | 915 |
|
|
2020
Q1 | – | Sell |
-2,402
| Closed | -$265K | – | 1007 |
|
|
2019
Q4 | $265K | Buy |
2,402
+588
| +32% | +$64.9K | ﹤0.01% | 864 |
|
|
2019
Q3 | $205K | Sell |
1,814
-47
| -3% | -$5.31K | ﹤0.01% | 913 |
|
|
2019
Q2 | $203K | Buy |
+1,861
| New | +$203K | ﹤0.01% | 904 |
|
|
2017
Q3 | – | Sell |
-1,759
| Closed | -$158K | – | 1302 |
|
|
2017
Q2 | $158K | Buy |
1,759
+466
| +36% | +$41.9K | ﹤0.01% | 1057 |
|
|
2017
Q1 | $112K | Hold |
1,293
| – | – | ﹤0.01% | 1201 |
|
|
2016
Q4 | $108K | Buy |
1,293
+388
| +43% | +$32.4K | ﹤0.01% | 1269 |
|
|
2016
Q3 | $72K | Hold |
905
| – | – | ﹤0.01% | 1366 |
|
|
2016
Q2 | $76K | Hold |
905
| – | – | ﹤0.01% | 1236 |
|
|
2016
Q1 | $69K | Hold |
905
| – | – | ﹤0.01% | 1266 |
|
|
2015
Q4 | $61K | Hold |
905
| – | – | ﹤0.01% | 1323 |
|
|
2015
Q3 | $61K | Buy |
905
+361
| +66% | +$24.3K | ﹤0.01% | 1283 |
|
|
2015
Q2 | $33K | Hold |
544
| – | – | ﹤0.01% | 1563 |
|
|
2015
Q1 | $37K | Sell |
544
-59
| -10% | -$4.01K | ﹤0.01% | 1511 |
|
|
2014
Q4 | $44K | Hold |
603
| – | – | ﹤0.01% | 1471 |
|
|
2014
Q3 | $38K | Hold |
603
| – | – | ﹤0.01% | 1514 |
|
|
2014
Q2 | $39K | Hold |
603
| – | – | ﹤0.01% | 1484 |
|
|
2014
Q1 | $37K | Hold |
603
| – | – | ﹤0.01% | 1495 |
|
|
2013
Q4 | $33K | Buy |
603
+353
| +141% | +$19.3K | ﹤0.01% | 1435 |
|
|
2013
Q3 | $13K | Hold |
250
| – | – | ﹤0.01% | 1417 |
|
|
2013
Q2 | $13K | Buy |
+250
| New | +$13K | ﹤0.01% | 1391 |
|