Financial Gravity Asset Management’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
Q1 | $40.5K | Buy |
+293
| New | +$37.4K | 0.01% | 349 |
|
|
2024
Q2 | – | Sell |
-37
| Closed | -$4.19K | – | 1731 |
|
|
2024
Q1 | $4.19K | Buy |
37
+31
| +517% | +$3.35K | ﹤0.01% | 901 |
|
|
2023
Q4 | $631 | Buy |
6
+3
| +100% | +$307 | ﹤0.01% | 1115 |
|
|
2023
Q3 | $294 | Sell |
3
-107
| -97% | -$11.5K | ﹤0.01% | 889 |
|
|
2023
Q2 | $11.7K | Hold |
110
| – | – | 0.03% | 281 |
|
|
2023
Q1 | $335 | Sell |
110
-8
| -7% | -$896 | 0.01% | 518 |
|
|
2022
Q4 | $13.3K | Sell |
118
-917
| -89% | -$104K | 0.07% | 182 |
|
|
2022
Q3 | $309 | Sell |
1,035
-108
| -9% | -$13.9K | 0.01% | 472 |
|
|
2022
Q2 | $339 | Buy |
1,143
+87
| +8% | +$11.3K | 0.01% | 445 |
|
|
2022
Q1 | $364 | Sell |
1,056
-24
| -2% | -$2.93K | 0.01% | 465 |
|
|
2021
Q4 | $293 | Buy |
1,080
+1,078
| +53,900% | +$123K | 0.01% | 578 |
|
|
2021
Q3 | $112K | Hold |
2
| – | – | 0.05% | 323 |
|
|
2021
Q2 | $130K | Sell |
2
-5
| -71% | -$585 | 0.05% | 285 |
|
|
2021
Q1 | $780 | Hold |
7
| – | – | 0.02% | 350 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$738 | ﹤0.01% | 392 |
|
|
2020
Q1 | – | Hold |
0
| – | -$130K | – | 1183 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 229 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | -$221 | – | 1289 |
|
|
2019
Q2 | $0 | Sell |
2
-4
| -67% | -$429 | ﹤0.01% | 1333 |
|
|
2019
Q1 | $1K | Buy |
+6
| New | +$606 | ﹤0.01% | 1077 |
|
|
2018
Q3 | $0 | Sell |
4
-18
| -82% | -$1.68K | ﹤0.01% | 1448 |
|
|
2018
Q2 | $2K | Sell |
22
-4
| -15% | -$346 | ﹤0.01% | 966 |
|
|
2018
Q1 | $2K | Buy |
+26
| New | +$2.28K | ﹤0.01% | 936 |
|
Other funds holding DTE
