Farther Finance Advisors’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 | $796K | Buy |
6,008
+1,737
| +41% | +$230K | 0.02% | 692 |
|
|
2025
Q1 | $589K | Buy |
4,271
+1,473
| +53% | +$203K | 0.02% | 715 |
|
|
2024
Q4 | $338K | Sell |
2,798
-790
| -22% | -$95.4K | 0.01% | 752 |
|
|
2024
Q3 | $461K | Buy |
3,588
+81
| +2% | +$10.4K | 0.02% | 621 |
|
|
2024
Q2 | $383K | Buy |
3,507
+2,154
| +159% | +$235K | 0.02% | 582 |
|
|
2024
Q1 | $150K | Sell |
1,353
-7
| -0.5% | -$775 | 0.01% | 796 |
|
|
2023
Q4 | $150K | Buy |
1,360
+316
| +30% | +$34.8K | 0.01% | 652 |
|
|
2023
Q3 | $104K | Buy |
1,044
+716
| +218% | +$71.1K | 0.02% | 543 |
|
|
2023
Q2 | $36.1K | Buy |
328
+211
| +180% | +$23.2K | 0.01% | 776 |
|
|
2023
Q1 | $12.8K | Buy |
117
+27
| +30% | +$2.96K | ﹤0.01% | 1035 |
|
|
2022
Q4 | $10.6K | Buy |
+90
| New | +$10.6K | ﹤0.01% | 928 |
|