Gladstone Institutional Advisory’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
Q3 | $658K | Buy |
|
|||||
|
2025
Q2 | $615K | Buy |
|
|||||
|
2025
Q1 | $624K | Buy |
|
|||||
|
2024
Q4 | $490K | Buy |
|
|||||
|
2024
Q3 | $517K | Buy |
|
|||||
|
2024
Q2 | $447K | Sell |
|
|||||
|
2024
Q1 | $455K | Sell |
|
|||||
|
2023
Q4 | $475K | Buy |
|
|||||
|
2023
Q3 | $401K | Buy |
|
|||||
|
2023
Q2 | $422K | Sell |
|
|||||
|
2023
Q1 | $422K | Hold |
|
|||||
|
2022
Q4 | $453K | Sell |
|
|||||
|
2022
Q3 | $462K | Buy |
|
|||||
|
2022
Q2 | $508K | Sell |
|
|||||
|
2022
Q1 | $544K | Buy |
|