Graypoint LLC’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 | $283K | Buy |
2,133
+112
| +6% | +$14.8K | 0.02% | 450 |
|
|
2025
Q1 | $279K | Buy |
2,021
+74
| +4% | +$10.2K | 0.02% | 423 |
|
|
2024
Q4 | $235K | Buy |
1,947
+82
| +4% | +$9.9K | 0.01% | 463 |
|
|
2024
Q3 | $240K | Buy |
1,865
+60
| +3% | +$7.71K | 0.02% | 450 |
|
|
2024
Q2 | $200K | Sell |
1,805
-174
| -9% | -$19.3K | 0.01% | 465 |
|
|
2024
Q1 | $222K | Buy |
+1,979
| New | +$222K | 0.02% | 427 |
|
|
2023
Q4 | – | Sell |
-2,092
| Closed | -$208K | – | 437 |
|
|
2023
Q3 | $208K | Sell |
2,092
-272
| -12% | -$27K | 0.02% | 394 |
|
|
2023
Q2 | $260K | Sell |
2,364
-5,074
| -68% | -$558K | 0.03% | 327 |
|
|
2023
Q1 | $815K | Sell |
7,438
-1,360
| -15% | -$149K | 0.09% | 148 |
|
|
2022
Q4 | $1.03M | Sell |
8,798
-30
| -0.3% | -$3.53K | 0.12% | 120 |
|
|
2022
Q3 | $1.02M | Buy |
8,828
+23
| +0.3% | +$2.65K | 0.13% | 119 |
|
|
2022
Q2 | $1.12M | Buy |
8,805
+855
| +11% | +$108K | 0.14% | 117 |
|
|
2022
Q1 | $1.05M | Buy |
7,950
+58
| +0.7% | +$7.67K | 0.1% | 132 |
|
|
2021
Q4 | $943K | Sell |
7,892
-298
| -4% | -$35.6K | 0.1% | 139 |
|
|
2021
Q3 | $915K | Sell |
8,190
-1,285
| -14% | -$144K | 0.11% | 127 |
|
|
2021
Q2 | $1.05M | Sell |
9,475
-503
| -5% | -$55.5K | 0.14% | 115 |
|
|
2021
Q1 | $1.13M | Sell |
9,978
-1,109
| -10% | -$126K | 0.17% | 107 |
|
|
2020
Q4 | $1.15M | Sell |
11,087
-2,636
| -19% | -$272K | 0.2% | 96 |
|
|
2020
Q3 | $1.34M | Sell |
13,723
-9,078
| -40% | -$889K | 0.26% | 79 |
|
|
2020
Q2 | $2.09M | Buy |
22,801
+1,800
| +9% | +$165K | 0.48% | 59 |
|
|
2020
Q1 | $1.7M | Buy |
+21,001
| New | +$1.7M | 0.47% | 59 |
|