Great Lakes Retirement’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,944
| Closed | -$1.08M | – | 210 |
|
|
2024
Q4 | $1.08M | Sell |
8,944
-123
| -1% | -$14.9K | 0.14% | 142 |
|
|
2024
Q3 | $1.16M | Sell |
9,067
-92
| -1% | -$11.8K | 0.15% | 139 |
|
|
2024
Q2 | $1.03M | Buy |
9,159
+11
| +0.1% | +$1.23K | 0.14% | 136 |
|
|
2024
Q1 | $1.03M | Sell |
9,148
-167
| -2% | -$18.7K | 0.15% | 132 |
|
|
2023
Q4 | $1.03M | Buy |
9,315
+8
| +0.1% | +$882 | 0.17% | 122 |
|
|
2023
Q3 | $924K | Sell |
9,307
-12
| -0.1% | -$1.19K | 0.17% | 123 |
|
|
2023
Q2 | $1.03M | Buy |
9,319
+12
| +0.1% | +$1.32K | 0.18% | 113 |
|
|
2023
Q1 | $1.02M | Buy |
9,307
+930
| +11% | +$102K | 0.19% | 107 |
|
|
2022
Q4 | $992K | Buy |
+8,377
| New | +$992K | 0.25% | 69 |
|