Heritage Wealth Advisors’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 | $53K | Hold |
400
| – | – | ﹤0.01% | 293 |
|
|
2025
Q1 | $55.3K | Sell |
400
-25
| -6% | -$3.46K | ﹤0.01% | 293 |
|
|
2024
Q4 | $51.3K | Buy |
425
+4
| +1% | +$483 | ﹤0.01% | 304 |
|
|
2024
Q3 | $54.1K | Buy |
421
+21
| +5% | +$2.7K | ﹤0.01% | 321 |
|
|
2024
Q2 | $44.4K | Hold |
400
| – | – | ﹤0.01% | 315 |
|
|
2024
Q1 | $44.9K | Hold |
400
| – | – | ﹤0.01% | 336 |
|
|
2023
Q4 | $44.1K | Hold |
400
| – | – | ﹤0.01% | 346 |
|
|
2023
Q3 | $39.7K | Hold |
400
| – | – | ﹤0.01% | 322 |
|
|
2023
Q2 | $44K | Hold |
400
| – | – | ﹤0.01% | 335 |
|
|
2023
Q1 | $43.8K | Hold |
400
| – | – | ﹤0.01% | 335 |
|
|
2022
Q4 | $47K | Hold |
400
| – | – | ﹤0.01% | 329 |
|
|
2022
Q3 | $46K | Hold |
400
| – | – | ﹤0.01% | 308 |
|
|
2022
Q2 | $51K | Sell |
400
-75
| -16% | -$9.56K | ﹤0.01% | 325 |
|
|
2022
Q1 | $63K | Hold |
475
| – | – | ﹤0.01% | 291 |
|
|
2021
Q4 | $57K | Hold |
475
| – | – | ﹤0.01% | 318 |
|
|
2021
Q3 | $53.1K | Sell |
475
-83
| -15% | -$9.27K | ﹤0.01% | 311 |
|
|
2021
Q2 | $61.6K | Hold |
558
| – | – | ﹤0.01% | 307 |
|
|
2021
Q1 | $63.2K | Buy |
558
+205
| +58% | +$23.2K | ﹤0.01% | 309 |
|
|
2020
Q4 | $36K | Buy |
+353
| New | +$36K | ﹤0.01% | 357 |
|