Founders Financial Securities’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 | $1.02M | Buy |
7,715
+197
| +3% | +$26.1K | 0.08% | 229 |
|
|
2025
Q1 | $1.02M | Buy |
7,518
+676
| +10% | +$91.7K | 0.09% | 214 |
|
|
2024
Q4 | $826K | Sell |
6,842
-559
| -8% | -$67.5K | 0.07% | 208 |
|
|
2024
Q3 | $950K | Sell |
7,401
-10
| -0.1% | -$1.28K | 0.09% | 190 |
|
|
2024
Q2 | $823K | Buy |
7,411
+255
| +4% | +$28.3K | 0.08% | 206 |
|
|
2024
Q1 | $802K | Buy |
+7,156
| New | +$802K | 0.08% | 193 |
|
|
2023
Q3 | – | Sell |
-1,961
| Closed | -$216K | – | 336 |
|
|
2023
Q2 | $216K | Hold |
1,961
| – | – | 0.03% | 295 |
|
|
2023
Q1 | $215K | Hold |
1,961
| – | – | 0.03% | 294 |
|
|
2022
Q4 | $230K | Hold |
1,961
| – | – | 0.04% | 288 |
|
|
2022
Q3 | $226K | Buy |
1,961
+288
| +17% | +$33.2K | 0.04% | 277 |
|
|
2022
Q2 | $212K | Sell |
1,673
-89
| -5% | -$11.3K | 0.04% | 239 |
|
|
2022
Q1 | $233K | Hold |
1,762
| – | – | 0.04% | 243 |
|
|
2021
Q4 | $211K | Buy |
+1,762
| New | +$211K | 0.04% | 245 |
|
|
2021
Q3 | – | Sell |
-2,070
| Closed | -$228K | – | 269 |
|
|
2021
Q2 | $228K | Hold |
2,070
| – | – | 0.05% | 271 |
|
|
2021
Q1 | $235K | Hold |
2,070
| – | – | 0.05% | 232 |
|
|
2020
Q4 | $214K | Buy |
+2,070
| New | +$214K | 0.05% | 215 |
|
|
2020
Q3 | – | Sell |
-2,938
| Closed | -$277K | – | 174 |
|
|
2020
Q2 | $277K | Buy |
+2,938
| New | +$277K | 0.09% | 134 |
|