Farther Finance Advisors’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 | $998K | Buy |
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|
2025
Q2 | $796K | Buy |
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|
2025
Q1 | $589K | Buy |
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|
2024
Q4 | $338K | Sell |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $383K | Buy |
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|
2024
Q1 | $150K | Sell |
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|
2023
Q4 | $150K | Buy |
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|
2023
Q3 | $104K | Buy |
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|
2023
Q2 | $36.1K | Buy |
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|
2023
Q1 | $12.8K | Buy |
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|
2022
Q4 | $10.6K | Buy |
|