IFP 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 | $447K | Sell |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $952K | Sell |
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|
2024
Q3 | $3.1M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $919K | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $168K | Buy |
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|
2022
Q2 | $121K | Hold |
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|
2022
Q1 | $121K | Buy |
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|
2021
Q4 | $172K | Buy |
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|
2021
Q3 | $160K | Sell |
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|
2021
Q2 | $216K | Buy |
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|
2021
Q1 | $221K | Sell |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q2 | $186K | Buy |
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|
2020
Q1 | $168K | Sell |
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|
2019
Q4 | $380K | Sell |
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|
2019
Q3 | $430K | Buy |
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|
2019
Q1 | $296K | Sell |
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|
2018
Q4 | $409K | Sell |
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|
2018
Q3 | $854K | Sell |
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|
2018
Q2 | $947K | Sell |
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|
2018
Q1 | $1.05M | Hold |
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|
2017
Q4 | $1.05M | Sell |
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|
2017
Q3 | $1.74M | Buy |
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|
2017
Q2 | $1.7M | Sell |
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|
2017
Q1 | $1.65M | Buy |
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|
2016
Q4 | $1.57M | Buy |
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|
2016
Q3 | $1.46M | Sell |
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|
2016
Q2 | $1.55M | Buy |
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|
2016
Q1 | $296K | Sell |
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|
2015
Q4 | $1.03M | Buy |
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