HM Payson & Co’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
Q3 | $47.9K | Hold |
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|
2025
Q2 | $44.9K | Hold |
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|
2025
Q1 | $46.9K | Buy |
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|
2024
Q4 | $36.2K | Sell |
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|
2024
Q3 | $48.3K | Buy |
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|
2024
Q2 | $41.1K | Sell |
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|
2024
Q1 | $121K | Sell |
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|
2023
Q4 | $163K | Hold |
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|
2023
Q3 | $147K | Hold |
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|
2023
Q2 | $163K | Sell |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $170K | Hold |
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|
2021
Q3 | $159K | Sell |
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|
2021
Q2 | $184K | Hold |
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|
2021
Q1 | $189K | Buy |
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|
2020
Q4 | $171K | Hold |
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|
2020
Q3 | $162K | Hold |
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|
2020
Q2 | $152K | Hold |
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|
2020
Q1 | $134K | Hold |
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|
2019
Q4 | $183K | Hold |
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|
2019
Q3 | $187K | Hold |
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|
2019
Q2 | $180K | Buy |
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