Global Retirement Partners’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 | $187K | Buy |
+1,409
| New | +$187K | ﹤0.01% | 1132 |
|
|
2024
Q4 | $68.9K | Sell |
571
-264
| -32% | -$31.9K | ﹤0.01% | 1455 |
|
|
2024
Q3 | $107K | Buy |
835
+130
| +18% | +$16.7K | ﹤0.01% | 1206 |
|
|
2024
Q2 | $78.3K | Buy |
705
+10
| +1% | +$1.11K | ﹤0.01% | 1317 |
|
|
2024
Q1 | $77.9K | Sell |
695
-56
| -7% | -$6.28K | ﹤0.01% | 1191 |
|
|
2023
Q4 | $80.8K | Buy |
751
+48
| +7% | +$5.17K | ﹤0.01% | 1151 |
|
|
2023
Q3 | $68.3K | Buy |
703
+60
| +9% | +$5.83K | ﹤0.01% | 1110 |
|
|
2023
Q2 | $70.7K | Buy |
643
+11
| +2% | +$1.21K | ﹤0.01% | 1100 |
|
|
2023
Q1 | $70.6K | Buy |
632
+342
| +118% | +$38.2K | ﹤0.01% | 1077 |
|
|
2022
Q4 | $34.1K | Buy |
290
+43
| +17% | +$5.05K | ﹤0.01% | 1254 |
|
|
2022
Q3 | $28K | Buy |
247
+8
| +3% | +$907 | ﹤0.01% | 1235 |
|
|
2022
Q2 | $30K | Buy |
239
+29
| +14% | +$3.64K | ﹤0.01% | 1188 |
|
|
2022
Q1 | $28K | Buy |
+210
| New | +$28K | ﹤0.01% | 1209 |
|
|
2021
Q4 | – | Sell |
-151
| Closed | -$17K | – | 606 |
|
|
2021
Q3 | $17K | Buy |
151
+91
| +152% | +$10.2K | ﹤0.01% | 1250 |
|
|
2021
Q2 | $7K | Hold |
60
| – | – | ﹤0.01% | 1473 |
|
|
2021
Q1 | $7K | Sell |
60
-87
| -59% | -$10.2K | ﹤0.01% | 1375 |
|
|
2020
Q4 | $15K | Sell |
147
-1
| -0.7% | -$102 | ﹤0.01% | 1135 |
|
|
2020
Q3 | $14K | Sell |
148
-34
| -19% | -$3.22K | ﹤0.01% | 1039 |
|
|
2020
Q2 | $17K | Buy |
182
+94
| +107% | +$8.78K | ﹤0.01% | 944 |
|
|
2020
Q1 | $7K | Buy |
88
+8
| +10% | +$636 | ﹤0.01% | 1127 |
|
|
2019
Q4 | $9K | Sell |
80
-136
| -63% | -$15.3K | ﹤0.01% | 1168 |
|
|
2019
Q3 | $24K | Buy |
216
+1
| +0.5% | +$111 | ﹤0.01% | 836 |
|
|
2019
Q2 | $23K | Sell |
215
-9
| -4% | -$963 | ﹤0.01% | 843 |
|
|
2019
Q1 | $24K | Buy |
224
+1
| +0.4% | +$107 | 0.01% | 754 |
|
|
2018
Q4 | $21K | Sell |
223
-108
| -33% | -$10.2K | 0.01% | 725 |
|
|
2018
Q3 | $31K | Hold |
331
| – | – | 0.01% | 680 |
|
|
2018
Q2 | $29K | Buy |
331
+85
| +35% | +$7.45K | 0.01% | 685 |
|
|
2018
Q1 | $22K | Sell |
246
-22
| -8% | -$1.97K | 0.01% | 727 |
|
|
2017
Q4 | $25K | Sell |
268
-8
| -3% | -$746 | 0.01% | 665 |
|
|
2017
Q3 | $25K | Buy |
276
+121
| +78% | +$11K | 0.01% | 588 |
|
|
2017
Q2 | $14K | Hold |
155
| – | – | 0.01% | 689 |
|
|
2017
Q1 | $13K | Sell |
155
-19
| -11% | -$1.59K | 0.01% | 664 |
|
|
2016
Q4 | $15K | Buy |
+174
| New | +$15K | 0.01% | 583 |
|