Freedom Investment Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,468
| Closed | -$277K | – | 803 |
|
|
2024
Q1 | $277K | Sell |
2,468
-440
| -15% | -$49.4K | 0.02% | 638 |
|
|
2023
Q4 | $321K | Sell |
2,908
-285
| -9% | -$31.4K | 0.03% | 572 |
|
|
2023
Q3 | $317K | Sell |
3,193
-366
| -10% | -$36.3K | 0.04% | 481 |
|
|
2023
Q2 | $392K | Buy |
3,559
+83
| +2% | +$9.13K | 0.04% | 466 |
|
|
2023
Q1 | $381K | Sell |
3,476
-3,002
| -46% | -$329K | 0.04% | 485 |
|
|
2022
Q4 | $761K | Buy |
6,478
+371
| +6% | +$43.6K | 0.09% | 305 |
|
|
2022
Q3 | $703K | Buy |
6,107
+866
| +17% | +$99.6K | 0.08% | 320 |
|
|
2022
Q2 | $664K | Buy |
5,241
+996
| +23% | +$126K | 0.07% | 353 |
|
|
2022
Q1 | $561K | Buy |
4,245
+876
| +26% | +$116K | 0.05% | 438 |
|
|
2021
Q4 | $403K | Sell |
3,369
-455
| -12% | -$54.4K | 0.03% | 590 |
|
|
2021
Q3 | $427K | Sell |
3,824
-166
| -4% | -$18.5K | 0.03% | 547 |
|
|
2021
Q2 | $440K | Sell |
3,990
-375
| -9% | -$41.4K | 0.03% | 571 |
|
|
2021
Q1 | $495K | Sell |
4,365
-480
| -10% | -$54.4K | 0.04% | 530 |
|
|
2020
Q4 | $501K | Buy |
+4,845
| New | +$501K | 0.06% | 335 |
|
|
2019
Q4 | – | Sell |
-3,470
| Closed | -$393K | – | 678 |
|
|
2019
Q3 | $393K | Sell |
3,470
-81
| -2% | -$9.17K | 0.03% | 420 |
|
|
2019
Q2 | $386K | Sell |
3,551
-30
| -0.8% | -$3.26K | 0.03% | 433 |
|
|
2019
Q1 | $380K | Buy |
3,581
+152
| +4% | +$16.1K | 0.03% | 449 |
|
|
2018
Q4 | $322K | Sell |
3,429
-736
| -18% | -$69.1K | 0.03% | 553 |
|
|
2018
Q3 | $396K | Buy |
+4,165
| New | +$396K | 0.02% | 617 |
|