Enterprise Financial Services Corp (EFSC)’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,579
| Closed | -$203K | – | 154 |
|
2024
Q3 | $203K | Buy |
+1,579
| New | +$203K | 0.12% | 142 |
|
2024
Q2 | – | Sell |
-2,035
| Closed | -$228K | – | 158 |
|
2024
Q1 | $228K | Buy |
2,035
+10
| +0.5% | +$1.12K | 0.14% | 145 |
|
2023
Q4 | $223K | Buy |
+2,025
| New | +$223K | 0.14% | 149 |
|
2021
Q3 | – | Sell |
-192
| Closed | -$21K | – | 615 |
|
2021
Q2 | $21K | Sell |
192
-23
| -11% | -$2.52K | ﹤0.01% | 572 |
|
2021
Q1 | $24K | Buy |
215
+16
| +8% | +$1.79K | ﹤0.01% | 550 |
|
2020
Q4 | $21K | Buy |
199
+7
| +4% | +$739 | ﹤0.01% | 560 |
|
2020
Q3 | $19K | Hold |
192
| – | – | ﹤0.01% | 562 |
|
2020
Q2 | $18K | Sell |
192
-63
| -25% | -$5.91K | ﹤0.01% | 569 |
|
2020
Q1 | $21K | Buy |
255
+15
| +6% | +$1.24K | 0.01% | 497 |
|
2019
Q4 | $26K | Hold |
240
| – | – | 0.01% | 531 |
|
2019
Q3 | $27K | Hold |
240
| – | – | 0.01% | 497 |
|
2019
Q2 | $26K | Buy |
240
+9
| +4% | +$975 | 0.01% | 525 |
|
2019
Q1 | $25K | Hold |
231
| – | – | 0.01% | 526 |
|
2018
Q4 | $22K | Sell |
231
-60
| -21% | -$5.71K | 0.01% | 362 |
|
2018
Q3 | $27K | Hold |
291
| – | – | 0.01% | 368 |
|
2018
Q2 | $26K | Buy |
291
+41
| +16% | +$3.66K | 0.01% | 401 |
|
2018
Q1 | $22K | Buy |
250
+19
| +8% | +$1.67K | 0.01% | 449 |
|
2017
Q4 | $22K | Hold |
231
| – | – | 0.01% | 432 |
|
2017
Q3 | $21K | Hold |
231
| – | – | 0.01% | 432 |
|
2017
Q2 | $21K | Hold |
231
| – | – | 0.01% | 436 |
|
2017
Q1 | $20K | Hold |
231
| – | – | 0.01% | 455 |
|
2016
Q4 | $19K | Hold |
231
| – | – | 0.01% | 456 |
|
2016
Q3 | $18K | Hold |
231
| – | – | 0.01% | 441 |
|
2016
Q2 | $20K | Hold |
231
| – | – | 0.01% | 396 |
|
2016
Q1 | $18K | Hold |
231
| – | – | 0.01% | 411 |
|
2015
Q4 | $16K | Hold |
231
| – | – | 0.01% | 445 |
|
2015
Q3 | $16K | Hold |
231
| – | – | 0.01% | 437 |
|
2015
Q2 | $15K | Hold |
231
| – | – | 0.01% | 471 |
|
2015
Q1 | $16K | Hold |
231
| – | – | 0.01% | 473 |
|
2014
Q4 | $17K | Hold |
231
| – | – | 0.01% | 470 |
|
2014
Q3 | $15K | Hold |
231
| – | – | 0.01% | 500 |
|
2014
Q2 | $15K | Hold |
231
| – | – | 0.01% | 512 |
|
2014
Q1 | $15K | Sell |
231
-8
| -3% | -$519 | 0.01% | 505 |
|
2013
Q4 | $13K | Hold |
239
| – | – | 0.01% | 513 |
|
2013
Q3 | $13K | Hold |
239
| – | – | 0.01% | 490 |
|
2013
Q2 | $14K | Buy |
+239
| New | +$14K | 0.01% | 392 |
|