Diversified Trust’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
Q3 | $349K | Buy |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $350K | Buy |
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|
2024
Q4 | $284K | Sell |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $690K | Sell |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.69M | Sell |
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|
2022
Q1 | $2.12M | Hold |
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|
2021
Q4 | $1.92M | Buy |
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|
2021
Q3 | $860K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $338K | Buy |
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|
2020
Q3 | $264K | Buy |
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