Heritage Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Hold |
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|
2025
Q1 | $55.3K | Sell |
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|
2024
Q4 | $51.3K | Buy |
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|
2024
Q3 | $54.1K | Buy |
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|
2024
Q2 | $44.4K | Hold |
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|
2024
Q1 | $44.9K | Hold |
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|
2023
Q4 | $44.1K | Hold |
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|
2023
Q3 | $39.7K | Hold |
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|
2023
Q2 | $44K | Hold |
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|
2023
Q1 | $43.8K | Hold |
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|
2022
Q4 | $47K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $51K | Sell |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $57K | Hold |
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|
2021
Q3 | $53.1K | Sell |
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|
2021
Q2 | $61.6K | Hold |
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|
2021
Q1 | $63.2K | Buy |
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|
2020
Q4 | $36K | Buy |
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