L.J. Altfest & Co’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 | $806K | Buy |
6,085
+91
| +2% | +$12.1K | 0.1% | 145 |
|
|
2025
Q1 | $829K | Buy |
5,994
+1,220
| +26% | +$169K | 0.1% | 137 |
|
|
2024
Q4 | $576K | Sell |
4,774
-2,761
| -37% | -$333K | 0.07% | 189 |
|
|
2024
Q3 | $968K | Buy |
7,535
+2,716
| +56% | +$349K | 0.13% | 134 |
|
|
2024
Q2 | $535K | Buy |
+4,819
| New | +$535K | 0.07% | 182 |
|