HBK Sorce Advisory’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 | $293K | Buy |
2,211
+12
| +0.5% | +$1.59K | 0.01% | 462 |
|
|
2025
Q1 | $304K | Hold |
2,199
| – | – | 0.01% | 445 |
|
|
2024
Q4 | $266K | Buy |
2,199
+397
| +22% | +$47.9K | 0.01% | 479 |
|
|
2024
Q3 | $231K | Sell |
1,802
-120
| -6% | -$15.4K | 0.01% | 508 |
|
|
2024
Q2 | $213K | Buy |
+1,922
| New | +$213K | 0.01% | 512 |
|
|
2024
Q1 | – | Sell |
-2,059
| Closed | -$227K | – | 610 |
|
|
2023
Q4 | $227K | Buy |
+2,059
| New | +$227K | 0.01% | 487 |
|