Jones Financial Companies’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 | $2.49M | Buy |
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|
2025
Q2 | $1.97M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $760K | Buy |
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|
2024
Q3 | $466K | Buy |
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|
2024
Q2 | $204K | Buy |
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|
2024
Q1 | $89.3K | Buy |
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|
2023
Q4 | $9.48K | Buy |
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|
2023
Q3 | $5.46K | Sell |
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|
2023
Q2 | $13.5K | Sell |
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|
2023
Q1 | $48.4K | Buy |
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|
2022
Q4 | $28K | Buy |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $27K | Buy |
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|
2021
Q4 | $19K | Sell |
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|
2021
Q3 | $20K | Sell |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $73K | Buy |
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|
2020
Q4 | $22K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $33K | Hold |
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|
2013
Q2 | $34K | Buy |
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