First Horizon 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 | $55.6K | Sell |
419
-108
| -20% | -$14.3K | ﹤0.01% | 943 |
|
2025
Q1 | $72.9K | Buy |
527
+117
| +29% | +$16.2K | ﹤0.01% | 784 |
|
2024
Q4 | $49.6K | Buy |
410
+50
| +14% | +$6.05K | ﹤0.01% | 948 |
|
2024
Q3 | $46.2K | Sell |
360
-10
| -3% | -$1.28K | ﹤0.01% | 1019 |
|
2024
Q2 | $41.1K | Buy |
370
+14
| +4% | +$1.56K | ﹤0.01% | 998 |
|
2024
Q1 | $39.9K | Buy |
356
+10
| +3% | +$1.12K | ﹤0.01% | 1065 |
|
2023
Q4 | $38.2K | Sell |
346
-8
| -2% | -$884 | ﹤0.01% | 1063 |
|
2023
Q3 | $35.2K | Buy |
354
+7
| +2% | +$695 | ﹤0.01% | 1010 |
|
2023
Q2 | $38.2K | Sell |
347
-2
| -0.6% | -$220 | ﹤0.01% | 1003 |
|
2023
Q1 | $38.2K | Sell |
349
-759
| -69% | -$83.2K | ﹤0.01% | 1007 |
|
2022
Q4 | $130K | Sell |
1,108
-170
| -13% | -$20K | ﹤0.01% | 547 |
|
2022
Q3 | $146K | Sell |
1,278
-815
| -39% | -$93.1K | 0.01% | 512 |
|
2022
Q2 | $264K | Buy |
2,093
+1,288
| +160% | +$162K | 0.01% | 418 |
|
2022
Q1 | $107K | Sell |
805
-404
| -33% | -$53.7K | 0.01% | 481 |
|
2021
Q4 | $144K | Sell |
1,209
-1,025
| -46% | -$122K | ﹤0.01% | 577 |
|
2021
Q3 | $249K | Buy |
2,234
+12
| +0.5% | +$1.34K | 0.01% | 464 |
|
2021
Q2 | $245K | Sell |
2,222
-34
| -2% | -$3.75K | 0.01% | 375 |
|
2021
Q1 | $256K | Buy |
2,256
+1,368
| +154% | +$155K | 0.01% | 345 |
|
2020
Q4 | $92K | Hold |
888
| – | – | 0.01% | 445 |
|
2020
Q3 | $87K | Hold |
888
| – | – | 0.01% | 425 |
|
2020
Q2 | $82K | Hold |
888
| – | – | 0.01% | 423 |
|
2020
Q1 | $72K | Hold |
888
| – | – | 0.01% | 414 |
|
2019
Q4 | $98K | Sell |
888
-192
| -18% | -$21.2K | 0.01% | 430 |
|
2019
Q3 | $123K | Sell |
1,080
-143
| -12% | -$16.3K | 0.01% | 389 |
|
2019
Q2 | $133K | Sell |
1,223
-1,712
| -58% | -$186K | 0.01% | 394 |
|
2019
Q1 | $311K | Sell |
2,935
-3,868
| -57% | -$410K | 0.02% | 282 |
|
2018
Q4 | $639K | Sell |
6,803
-266
| -4% | -$25K | 0.06% | 199 |
|
2018
Q3 | $657K | Sell |
7,069
-3,694
| -34% | -$343K | 0.05% | 216 |
|
2018
Q2 | $949K | Sell |
10,763
-12,147
| -53% | -$1.07M | 0.08% | 179 |
|
2018
Q1 | $2.04M | Sell |
22,910
-50,418
| -69% | -$4.48M | 0.2% | 117 |
|
2017
Q4 | $6.74M | Buy |
73,328
+1,787
| +2% | +$164K | 0.64% | 51 |
|
2017
Q3 | $6.54M | Buy |
71,541
+795
| +1% | +$72.6K | 0.67% | 44 |
|
2017
Q2 | $6.41M | Buy |
70,746
+4,165
| +6% | +$378K | 0.7% | 41 |
|
2017
Q1 | $5.82M | Buy |
66,581
+4,505
| +7% | +$394K | 0.66% | 44 |
|
2016
Q4 | $4.94M | Hold |
62,076
| – | – | 0.63% | 54 |
|
2016
Q3 | $4.94M | Buy |
62,076
+3,523
| +6% | +$280K | 0.63% | 54 |
|
2016
Q2 | $4.94M | Sell |
58,553
-4,372
| -7% | -$369K | 0.67% | 50 |
|
2016
Q1 | $4.85M | Buy |
62,925
+4,838
| +8% | +$373K | 0.54% | 64 |
|
2015
Q4 | $3.96M | Sell |
58,087
-716
| -1% | -$48.9K | 0.7% | 52 |
|
2015
Q3 | $4.02M | Buy |
58,803
+2,059
| +4% | +$141K | 0.62% | 61 |
|
2015
Q2 | $3.6M | Buy |
56,744
+15,056
| +36% | +$956K | 0.52% | 74 |
|
2015
Q1 | $2.86M | Buy |
41,688
+1,806
| +5% | +$124K | 0.41% | 85 |
|
2014
Q4 | $2.94M | Buy |
39,882
+1,158
| +3% | +$85.2K | 0.45% | 74 |
|
2014
Q3 | $2.51M | Buy |
38,724
+1,128
| +3% | +$73K | 0.39% | 93 |
|
2014
Q2 | $2.48M | Buy |
37,596
+1,166
| +3% | +$76.9K | 0.36% | 95 |
|
2014
Q1 | $2.3M | Buy |
36,430
+2,156
| +6% | +$136K | 0.32% | 91 |
|
2013
Q4 | $1.85M | Buy |
34,274
+698
| +2% | +$37.6K | 0.28% | 93 |
|
2013
Q3 | $1.89M | Buy |
33,576
+32,510
| +3,050% | +$1.83M | 0.3% | 90 |
|
2013
Q2 | $61K | Buy |
+1,066
| New | +$61K | 0.03% | 197 |
|