Kaydan Wealth Management’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 | $370K | Hold |
2,797
| – | – | 0.12% | 75 |
|
|
2025
Q1 | $387K | Hold |
2,797
| – | – | 0.12% | 73 |
|
|
2024
Q4 | $338K | Hold |
2,797
| – | – | 0.11% | 78 |
|
|
2024
Q3 | $359K | Hold |
2,797
| – | – | 0.11% | 75 |
|
|
2024
Q2 | $310K | Hold |
2,797
| – | – | 0.11% | 83 |
|
|
2024
Q1 | $314K | Hold |
2,797
| – | – | 0.11% | 79 |
|
|
2023
Q4 | $308K | Hold |
2,797
| – | – | 0.13% | 78 |
|
|
2023
Q3 | $278K | Hold |
2,797
| – | – | 0.11% | 83 |
|
|
2023
Q2 | $308K | Sell |
2,797
-50
| -2% | -$5.5K | 0.13% | 77 |
|
|
2023
Q1 | $312K | Buy |
2,847
+1,067
| +60% | +$117K | 0.13% | 75 |
|
|
2022
Q4 | $209K | Sell |
1,780
-34
| -2% | -$4K | 0.08% | 82 |
|
|
2022
Q3 | $209K | Sell |
1,814
-102
| -5% | -$11.7K | 0.12% | 81 |
|
|
2022
Q2 | $243K | Sell |
1,916
-31
| -2% | -$3.93K | 0.14% | 79 |
|
|
2022
Q1 | $257K | Sell |
1,947
-200
| -9% | -$26.4K | 0.11% | 87 |
|
|
2021
Q4 | $257K | Buy |
+2,147
| New | +$257K | 0.1% | 91 |
|