Independent Advisor Alliance’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 | $1.43M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $698K | Sell |
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|
2023
Q1 | $737K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $732K | Buy |
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|
2022
Q2 | $796K | Buy |
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|
2022
Q1 | $820K | Buy |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $423K | Sell |
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|
2020
Q4 | $444K | Sell |
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|
2020
Q3 | $500K | Sell |
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|
2020
Q2 | $592K | Sell |
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|
2020
Q1 | $726K | Sell |
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|
2019
Q4 | $1.48M | Buy |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.26M | Buy |
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|
2019
Q1 | $917K | Buy |
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|
2018
Q4 | $717K | Buy |
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