Fermata 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 | $261K | Buy |
1,971
+62
| +3% | +$8.21K | 0.07% | 188 |
|
|
2025
Q1 | $264K | Buy |
1,909
+17
| +0.9% | +$2.35K | 0.05% | 236 |
|
|
2024
Q4 | $228K | Buy |
1,892
+15
| +0.8% | +$1.81K | 0.04% | 240 |
|
|
2024
Q3 | $241K | Buy |
1,877
+17
| +0.9% | +$2.18K | 0.05% | 209 |
|
|
2024
Q2 | $206K | Buy |
1,860
+18
| +1% | +$2K | 0.05% | 212 |
|
|
2024
Q1 | $207K | Buy |
1,842
+11
| +0.6% | +$1.23K | 0.05% | 193 |
|
|
2023
Q4 | $202K | Buy |
+1,831
| New | +$202K | 0.05% | 177 |
|
|
2023
Q1 | – | Sell |
-1,774
| Closed | -$208K | – | 106 |
|
|
2022
Q4 | $208K | Buy |
1,774
+5
| +0.3% | +$588 | 0.06% | 131 |
|
|
2022
Q3 | $204K | Sell |
1,769
-13
| -0.7% | -$1.5K | 0.07% | 127 |
|
|
2022
Q2 | $226K | Sell |
1,782
-60
| -3% | -$7.61K | 0.08% | 141 |
|
|
2022
Q1 | $244K | Buy |
1,842
+79
| +4% | +$10.5K | 0.09% | 145 |
|
|
2021
Q4 | $211K | Buy |
+1,763
| New | +$211K | 0.08% | 177 |
|
|
2021
Q3 | – | Sell |
-2,057
| Closed | -$227K | – | 178 |
|
|
2021
Q2 | $227K | Buy |
+2,057
| New | +$227K | 0.13% | 132 |
|