Kelly Financial Services’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,198
| Closed | -$133K | – | 274 |
|
|
2024
Q2 | $133K | Buy |
1,198
+1
| +0.1% | +$111 | 0.05% | 125 |
|
|
2024
Q1 | $134K | Buy |
1,197
+1
| +0.1% | +$112 | 0.05% | 129 |
|
|
2023
Q4 | $132K | Hold |
1,196
| – | – | 0.05% | 121 |
|
|
2023
Q3 | $119K | Buy |
1,196
+1
| +0.1% | +$99 | 0.05% | 114 |
|
|
2023
Q2 | $131K | Buy |
1,195
+1
| +0.1% | +$110 | 0.06% | 104 |
|
|
2023
Q1 | $131K | Buy |
1,194
+1
| +0.1% | +$110 | 0.07% | 100 |
|
|
2022
Q4 | $140K | Hold |
1,193
| – | – | 0.07% | 100 |
|
|
2022
Q3 | $137K | Buy |
1,193
+1
| +0.1% | +$115 | 0.08% | 90 |
|
|
2022
Q2 | $151K | Hold |
1,192
| – | – | 0.08% | 91 |
|
|
2022
Q1 | $158K | Buy |
1,192
+1
| +0.1% | +$132 | 0.07% | 95 |
|
|
2021
Q4 | $142K | Hold |
1,191
| – | – | 0.07% | 97 |
|
|
2021
Q3 | $133K | Sell |
1,191
-179,989
| -99% | -$20.1M | 0.07% | 88 |
|
|
2021
Q2 | $1.19M | Buy |
181,180
+179,783
| +12,869% | +$1.18M | 0.05% | 105 |
|
|
2021
Q1 | $158K | Buy |
1,397
+1
| +0.1% | +$113 | 0.1% | 60 |
|
|
2020
Q4 | $144K | Hold |
1,396
| – | – | 0.1% | 53 |
|
|
2020
Q3 | $137K | Buy |
1,396
+1
| +0.1% | +$98 | 0.1% | 41 |
|
|
2020
Q2 | $128K | Buy |
1,395
+1
| +0.1% | +$91 | 0.1% | 41 |
|
|
2020
Q1 | $113K | Hold |
1,394
| – | – | 0.14% | 38 |
|
|
2019
Q4 | $154K | Buy |
1,394
+2
| +0.1% | +$221 | 0.12% | 35 |
|
|
2019
Q3 | $158K | Hold |
1,392
| – | – | 0.14% | 30 |
|
|
2019
Q2 | $152K | Buy |
1,392
+1
| +0.1% | +$109 | 0.14% | 31 |
|
|
2019
Q1 | $148K | Buy |
+1,391
| New | +$148K | 0.16% | 31 |
|