Independent Advisor Alliance’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
9,149
+288
+3% +$38.2K 0.03% 372
2025
Q1
$1.23M Sell
8,861
-73
-0.8% -$10.1K 0.04% 337
2024
Q4
$1.08M Buy
8,934
+542
+6% +$65.4K 0.01% 711
2024
Q3
$1.08M Sell
8,392
-1,831
-18% -$235K 0.04% 321
2024
Q2
$1.13M Sell
10,223
-4
-0% -$444 0.04% 302
2024
Q1
$1.15M Sell
10,227
-732
-7% -$82.1K 0.04% 298
2023
Q4
$1.21M Sell
10,959
-811
-7% -$89.4K 0.04% 277
2023
Q3
$1.17M Buy
11,770
+5,428
+86% +$539K 0.05% 274
2023
Q2
$698K Sell
6,342
-384
-6% -$42.2K 0.03% 355
2023
Q1
$737K Buy
+6,726
New +$737K 0.04% 339
2022
Q4
Sell
-6,364
Closed -$732K 480
2022
Q3
$732K Buy
6,364
+82
+1% +$9.43K 0.04% 301
2022
Q2
$796K Buy
6,282
+79
+1% +$10K 0.04% 306
2022
Q1
$820K Buy
6,203
+2,956
+91% +$391K 0.04% 310
2021
Q4
$388K Buy
3,247
+32
+1% +$3.82K 0.02% 452
2021
Q3
$359K Sell
3,215
-520
-14% -$58.1K 0.02% 445
2021
Q2
$412K Hold
3,735
0.02% 433
2021
Q1
$423K Sell
3,735
-561
-13% -$63.5K 0.03% 407
2020
Q4
$444K Sell
4,296
-815
-16% -$84.2K 0.03% 363
2020
Q3
$500K Sell
5,111
-1,356
-21% -$133K 0.04% 297
2020
Q2
$592K Sell
6,467
-2,517
-28% -$230K 0.06% 235
2020
Q1
$726K Sell
8,984
-4,407
-33% -$356K 0.11% 157
2019
Q4
$1.48M Buy
13,391
+412
+3% +$45.5K 0.06% 292
2019
Q3
$1.47M Buy
12,979
+1,361
+12% +$154K 0.18% 112
2019
Q2
$1.26M Buy
11,618
+2,984
+35% +$325K 0.18% 113
2019
Q1
$917K Buy
8,634
+992
+13% +$105K 0.13% 155
2018
Q4
$717K Buy
+7,642
New +$717K 0.13% 157