Greenleaf Trust’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 | $747K | Sell |
5,639
-553
| -9% | -$73.3K | 0.01% | 399 |
|
|
2025
Q1 | $856K | Buy |
6,192
+690
| +13% | +$95.4K | 0.01% | 365 |
|
|
2024
Q4 | $664K | Buy |
5,502
+232
| +4% | +$28K | 0.01% | 438 |
|
|
2024
Q3 | $677K | Sell |
5,270
-452
| -8% | -$58K | 0.01% | 442 |
|
|
2024
Q2 | $635K | Buy |
5,722
+30
| +0.5% | +$3.33K | 0.01% | 417 |
|
|
2024
Q1 | $638K | Sell |
5,692
-146
| -3% | -$16.4K | 0.01% | 405 |
|
|
2023
Q4 | $644K | Buy |
5,838
+54
| +0.9% | +$5.95K | 0.01% | 392 |
|
|
2023
Q3 | $574K | Sell |
5,784
-1,676
| -22% | -$166K | 0.01% | 394 |
|
|
2023
Q2 | $821K | Buy |
7,460
+350
| +5% | +$38.5K | 0.01% | 324 |
|
|
2023
Q1 | $779K | Buy |
7,110
+1,091
| +18% | +$120K | 0.01% | 333 |
|
|
2022
Q4 | $707K | Buy |
6,019
+892
| +17% | +$105K | 0.01% | 345 |
|
|
2022
Q3 | $590K | Sell |
5,127
-507
| -9% | -$58.3K | 0.01% | 359 |
|
|
2022
Q2 | $714K | Buy |
5,634
+107
| +2% | +$13.6K | 0.01% | 296 |
|
|
2022
Q1 | $731K | Buy |
5,527
+2,015
| +57% | +$267K | 0.01% | 314 |
|
|
2021
Q4 | $420K | Sell |
3,512
-24
| -0.7% | -$2.87K | ﹤0.01% | 479 |
|
|
2021
Q3 | $395K | Sell |
3,536
-759
| -18% | -$84.8K | ﹤0.01% | 479 |
|
|
2021
Q2 | $474K | Buy |
4,295
+126
| +3% | +$13.9K | 0.01% | 406 |
|
|
2021
Q1 | $472K | Buy |
4,169
+1,450
| +53% | +$164K | 0.01% | 394 |
|
|
2020
Q4 | $281K | Sell |
2,719
-31
| -1% | -$3.2K | ﹤0.01% | 482 |
|
|
2020
Q3 | $269K | Buy |
2,750
+193
| +8% | +$18.9K | ﹤0.01% | 439 |
|
|
2020
Q2 | $234K | Buy |
+2,557
| New | +$234K | ﹤0.01% | 462 |
|
|
2020
Q1 | – | Sell |
-3,364
| Closed | -$372K | – | 516 |
|
|
2019
Q4 | $372K | Buy |
3,364
+173
| +5% | +$19.1K | 0.01% | 360 |
|
|
2019
Q3 | $361K | Buy |
3,191
+43
| +1% | +$4.87K | 0.01% | 364 |
|
|
2019
Q2 | $343K | Buy |
3,148
+74
| +2% | +$8.06K | 0.01% | 375 |
|
|
2019
Q1 | $326K | Sell |
3,074
-292
| -9% | -$31K | 0.01% | 366 |
|
|
2018
Q4 | $316K | Buy |
3,366
+594
| +21% | +$55.8K | 0.01% | 354 |
|
|
2018
Q3 | $257K | Buy |
2,772
+277
| +11% | +$25.7K | ﹤0.01% | 437 |
|
|
2018
Q2 | $220K | Buy |
+2,495
| New | +$220K | ﹤0.01% | 453 |
|
|
2018
Q1 | – | Sell |
-40
| Closed | -$4K | – | 569 |
|
|
2017
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 678 |
|
|
2017
Q3 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 679 |
|