Fiduciary Alliance’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 | $375K | Sell |
2,831
-726
| -20% | -$96.2K | 0.03% | 359 |
|
|
2025
Q1 | $492K | Sell |
3,557
-197
| -5% | -$27.2K | 0.05% | 256 |
|
|
2024
Q4 | $453K | Sell |
3,754
-391
| -9% | -$47.2K | 0.05% | 247 |
|
|
2024
Q3 | $532K | Hold |
4,145
| – | – | 0.07% | 151 |
|
|
2024
Q2 | $453K | Sell |
4,145
-5,982
| -59% | -$654K | 0.07% | 138 |
|
|
2024
Q1 | $1.12M | Sell |
10,127
-92
| -0.9% | -$10.2K | 0.2% | 88 |
|
|
2023
Q4 | $1.13M | Sell |
10,219
-48
| -0.5% | -$5.29K | 0.22% | 78 |
|
|
2023
Q3 | $1.02M | Buy |
10,267
+9,112
| +789% | +$905K | 0.24% | 71 |
|
|
2023
Q2 | $127K | Buy |
+1,155
| New | +$127K | 0.03% | 187 |
|