Equitable Holdings’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 | $345K | Buy |
2,602
+84
| +3% | +$11.1K | ﹤0.01% | 1145 |
|
|
2025
Q1 | $348K | Buy |
2,518
+554
| +28% | +$76.6K | ﹤0.01% | 1039 |
|
|
2024
Q4 | $237K | Buy |
1,964
+11
| +0.6% | +$1.33K | ﹤0.01% | 1140 |
|
|
2024
Q3 | $251K | Buy |
1,953
+29
| +2% | +$3.72K | ﹤0.01% | 1103 |
|
|
2024
Q2 | $214K | Sell |
1,924
-53
| -3% | -$5.88K | ﹤0.01% | 1119 |
|
|
2024
Q1 | $222K | Sell |
1,977
-1,595
| -45% | -$179K | ﹤0.01% | 1060 |
|
|
2023
Q4 | $394K | Buy |
3,572
+541
| +18% | +$59.7K | ﹤0.01% | 848 |
|
|
2023
Q3 | $301K | Buy |
3,031
+117
| +4% | +$11.6K | ﹤0.01% | 870 |
|
|
2023
Q2 | $321K | Buy |
+2,914
| New | +$321K | ﹤0.01% | 824 |
|
|
2022
Q3 | – | Sell |
-1,883
| Closed | -$239K | – | 877 |
|
|
2022
Q2 | $239K | Sell |
1,883
-123
| -6% | -$15.6K | ﹤0.01% | 763 |
|
|
2022
Q1 | $265K | Buy |
2,006
+313
| +18% | +$41.3K | ﹤0.01% | 757 |
|
|
2021
Q4 | $202K | Buy |
+1,693
| New | +$202K | ﹤0.01% | 823 |
|
|
2021
Q3 | – | Sell |
-1,958
| Closed | -$216K | – | 838 |
|
|
2021
Q2 | $216K | Buy |
1,958
+16
| +0.8% | +$1.77K | ﹤0.01% | 762 |
|
|
2021
Q1 | $220K | Buy |
+1,942
| New | +$220K | ﹤0.01% | 700 |
|
|
2020
Q4 | – | Sell |
-2,143
| Closed | -$210K | – | 686 |
|
|
2020
Q3 | $210K | Buy |
+2,143
| New | +$210K | 0.01% | 583 |
|
|
2020
Q2 | – | Sell |
-3,727
| Closed | -$301K | – | 626 |
|
|
2020
Q1 | $301K | Buy |
3,727
+27
| +0.7% | +$2.18K | 0.01% | 457 |
|
|
2019
Q4 | $409K | Buy |
+3,700
| New | +$409K | 0.01% | 442 |
|