Global Financial Private Client’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 | – | Sell |
-17
| Closed | -$2.35K | – | 601 |
|
|
2025
Q1 | $2.35K | Buy |
17
+9
| +113% | +$1.25K | ﹤0.01% | 829 |
|
|
2024
Q4 | $966 | Buy |
8
+3
| +60% | +$362 | ﹤0.01% | 787 |
|
|
2024
Q3 | $642 | Hold |
5
| – | – | ﹤0.01% | 771 |
|
|
2024
Q2 | $555 | Hold |
5
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $554 | Hold |
5
| – | – | ﹤0.01% | 670 |
|
|
2023
Q4 | $551 | Hold |
5
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $477 | Hold |
5
| – | – | ﹤0.01% | 650 |
|
|
2023
Q2 | $556 | Hold |
5
| – | – | ﹤0.01% | 641 |
|
|
2023
Q1 | $545 | Hold |
5
| – | – | ﹤0.01% | 651 |
|
|
2022
Q4 | $588 | Hold |
5
| – | – | ﹤0.01% | 634 |
|
|
2022
Q3 | $585 | Hold |
5
| – | – | ﹤0.01% | 608 |
|
|
2022
Q2 | $646 | Hold |
5
| – | – | ﹤0.01% | 597 |
|
|
2022
Q1 | $675 | Hold |
5
| – | – | ﹤0.01% | 608 |
|
|
2021
Q4 | $598 | Hold |
5
| – | – | ﹤0.01% | 611 |
|
|
2021
Q3 | $558 | Sell |
5
-1
| -17% | -$112 | ﹤0.01% | 570 |
|
|
2021
Q2 | $559 | Hold |
6
| – | – | ﹤0.01% | 575 |
|
|
2021
Q1 | $665 | Hold |
6
| – | – | ﹤0.01% | 537 |
|
|
2020
Q4 | $607 | Buy |
+6
| New | +$607 | ﹤0.01% | 524 |
|