EFS
Essex Financial Services’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
2,941
+1,270
| +76% | +$168K | 0.03% | 473 |
|
|
2025
Q1 | $231K | Sell |
1,671
-710
| -30% | -$98.2K | 0.02% | 563 |
|
|
2024
Q4 | $287K | Buy |
2,381
+38
| +2% | +$4.59K | 0.02% | 502 |
|
|
2024
Q3 | $300K | Buy |
+2,343
| New | +$300K | 0.02% | 498 |
|
|
2023
Q4 | – | Sell |
-5,765
| Closed | -$572K | – | 511 |
|
|
2023
Q3 | $572K | Buy |
+5,765
| New | +$572K | 0.07% | 255 |
|
|
2023
Q1 | – | Sell |
-1,743
| Closed | -$204K | – | 490 |
|
|
2022
Q4 | $204K | Hold |
1,743
| – | – | 0.02% | 453 |
|
|
2022
Q3 | $201K | Hold |
1,743
| – | – | 0.02% | 435 |
|
|
2022
Q2 | $221K | Buy |
1,743
+12
| +0.7% | +$1.52K | 0.02% | 435 |
|
|
2022
Q1 | $229K | Hold |
1,731
| – | – | 0.02% | 436 |
|
|
2021
Q4 | $207K | Buy |
+1,731
| New | +$207K | 0.02% | 472 |
|
|
2021
Q3 | – | Sell |
-2,370
| Closed | -$316K | – | 466 |
|
|
2021
Q2 | $316K | Hold |
2,370
| – | – | 0.05% | 317 |
|
|
2021
Q1 | $316K | Buy |
2,370
+164
| +7% | +$21.9K | 0.06% | 258 |
|
|
2020
Q4 | $268K | Sell |
2,206
-117
| -5% | -$14.2K | 0.05% | 256 |
|
|
2020
Q3 | $267K | Sell |
2,323
-1
| -0% | -$115 | 0.07% | 226 |
|
|
2020
Q2 | $250K | Sell |
2,324
-2
| -0.1% | -$215 | 0.08% | 215 |
|
|
2020
Q1 | $221K | Hold |
2,326
| – | – | 0.08% | 221 |
|
|
2019
Q4 | $302K | Hold |
2,326
| – | – | 0.08% | 206 |
|
|
2019
Q3 | $309K | Sell |
2,326
-208
| -8% | -$27.6K | 0.1% | 181 |
|
|
2019
Q2 | $324K | Sell |
2,534
-656
| -21% | -$83.9K | 0.1% | 173 |
|
|
2019
Q1 | $398K | Buy |
3,190
+2
| +0.1% | +$250 | 0.12% | 150 |
|
|
2018
Q4 | $352K | Buy |
3,188
+2
| +0.1% | +$221 | 0.11% | 162 |
|
|
2018
Q3 | $348K | Buy |
3,186
+1
| +0% | +$109 | 0.08% | 196 |
|
|
2018
Q2 | $330K | Buy |
3,185
+2
| +0.1% | +$207 | 0.08% | 199 |
|
|
2018
Q1 | $332K | Buy |
3,183
+2
| +0.1% | +$209 | 0.07% | 248 |
|
|
2017
Q4 | $348K | Buy |
3,181
+1
| +0% | +$109 | 0.08% | 192 |
|
|
2017
Q3 | $341K | Buy |
3,180
+2
| +0.1% | +$214 | 0.08% | 192 |
|
|
2017
Q2 | $336K | Buy |
3,178
+1
| +0% | +$106 | 0.07% | 246 |
|
|
2017
Q1 | $324K | Buy |
3,177
+2
| +0.1% | +$204 | 0.07% | 240 |
|
|
2016
Q4 | $313K | Buy |
3,175
+2
| +0.1% | +$197 | 0.07% | 245 |
|
|
2016
Q3 | $297K | Buy |
3,173
+1
| +0% | +$94 | 0.07% | 244 |
|
|
2016
Q2 | $314K | Buy |
3,172
+2
| +0.1% | +$198 | 0.08% | 233 |
|
|
2016
Q1 | $287K | Buy |
3,170
+1
| +0% | +$91 | 0.07% | 241 |
|
|
2015
Q4 | $254K | Buy |
3,169
+2
| +0.1% | +$160 | 0.06% | 256 |
|
|
2015
Q3 | $255K | Buy |
3,167
+2
| +0.1% | +$161 | 0.07% | 259 |
|
|
2015
Q2 | $236K | Buy |
3,165
+1
| +0% | +$75 | 0.06% | 278 |
|
|
2015
Q1 | $255K | Buy |
3,164
+2
| +0.1% | +$161 | 0.07% | 262 |
|
|
2014
Q4 | $273K | Buy |
3,162
+1
| +0% | +$86 | 0.07% | 245 |
|
|
2014
Q3 | $240K | Buy |
3,161
+2
| +0.1% | +$152 | 0.07% | 253 |
|
|
2014
Q2 | $246K | Buy |
3,159
+2
| +0.1% | +$156 | 0.07% | 255 |
|
|
2014
Q1 | $235K | Buy |
3,157
+1
| +0% | +$74 | 0.08% | 246 |
|
|
2013
Q4 | $210K | Sell |
3,156
-98
| -3% | -$6.52K | 0.07% | 258 |
|
|
2013
Q3 | $215 | Buy |
3,254
+102
| +3% | +$7 | 0.07% | 238 |
|
|
2013
Q2 | $211K | Buy |
+3,152
| New | +$211K | 0.07% | 240 |
|