HM Payson & Co’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $46.9K | Buy |
339
+39
| +13% | +$5.39K | ﹤0.01% | 654 |
|
|
2024
Q4 | $36.2K | Sell |
300
-76
| -20% | -$9.18K | ﹤0.01% | 688 |
|
|
2024
Q3 | $48.3K | Buy |
376
+6
| +2% | +$770 | ﹤0.01% | 636 |
|
|
2024
Q2 | $41.1K | Sell |
370
-710
| -66% | -$78.8K | ﹤0.01% | 629 |
|
|
2024
Q1 | $121K | Sell |
1,080
-400
| -27% | -$44.9K | ﹤0.01% | 475 |
|
|
2023
Q4 | $163K | Hold |
1,480
| – | – | ﹤0.01% | 418 |
|
|
2023
Q3 | $147K | Hold |
1,480
| – | – | ﹤0.01% | 425 |
|
|
2023
Q2 | $163K | Sell |
1,480
-413
| -22% | -$45.4K | ﹤0.01% | 401 |
|
|
2023
Q1 | $207K | Sell |
1,893
-11
| -0.6% | -$1.21K | 0.01% | 364 |
|
|
2022
Q4 | $224K | Hold |
1,904
| – | – | 0.01% | 348 |
|
|
2022
Q3 | $219K | Buy |
1,904
+70
| +4% | +$8.05K | 0.01% | 352 |
|
|
2022
Q2 | $232K | Hold |
1,834
| – | – | 0.01% | 346 |
|
|
2022
Q1 | $243K | Buy |
1,834
+413
| +29% | +$54.7K | 0.01% | 369 |
|
|
2021
Q4 | $170K | Hold |
1,421
| – | – | ﹤0.01% | 424 |
|
|
2021
Q3 | $159K | Sell |
1,421
-249
| -15% | -$27.9K | ﹤0.01% | 422 |
|
|
2021
Q2 | $184K | Hold |
1,670
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $189K | Buy |
1,670
+13
| +0.8% | +$1.47K | 0.01% | 399 |
|
|
2020
Q4 | $171K | Hold |
1,657
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $162K | Hold |
1,657
| – | – | 0.01% | 390 |
|
|
2020
Q2 | $152K | Hold |
1,657
| – | – | 0.01% | 381 |
|
|
2020
Q1 | $134K | Hold |
1,657
| – | – | 0.01% | 380 |
|
|
2019
Q4 | $183K | Hold |
1,657
| – | – | 0.01% | 402 |
|
|
2019
Q3 | $187K | Hold |
1,657
| – | – | 0.01% | 393 |
|
|
2019
Q2 | $180K | Buy |
+1,657
| New | +$180K | 0.01% | 412 |
|