FSA 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 | $485K | Sell |
3,661
-7,933
| -68% | -$1.05M | 0.39% | 79 |
|
|
2025
Q1 | $1.6M | Buy |
11,594
+7,092
| +158% | +$981K | 1.27% | 13 |
|
|
2024
Q4 | $547K | Sell |
4,502
-5,128
| -53% | -$623K | 0.67% | 56 |
|
|
2024
Q3 | $1.22M | Buy |
9,630
+9
| +0.1% | +$1.14K | 1.22% | 16 |
|
|
2024
Q2 | $1.07M | Buy |
9,621
+3,230
| +51% | +$359K | 1.11% | 23 |
|
|
2024
Q1 | $717K | Buy |
6,391
+250
| +4% | +$28K | 0.77% | 38 |
|
|
2023
Q4 | $677K | Buy |
+6,141
| New | +$677K | 0.84% | 34 |
|