L & S Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,143
| Closed | -$2.33M | – | 347 |
|
|
2024
Q3 | $2.33M | Buy |
+18,143
| New | +$2.33M | 0.24% | 110 |
|
|
2024
Q1 | – | Sell |
-48,287
| Closed | -$5.32M | – | 340 |
|
|
2023
Q4 | $5.32M | Buy |
48,287
+31,886
| +194% | +$3.52M | 0.65% | 57 |
|
|
2023
Q3 | $1.63M | Buy |
+16,401
| New | +$1.63M | 0.23% | 111 |
|
|
2016
Q4 | – | Sell |
-40,735
| Closed | -$3.25M | – | 170 |
|
|
2016
Q3 | $3.25M | Sell |
40,735
-47,198
| -54% | -$3.76M | 0.9% | 45 |
|
|
2016
Q2 | $7.42M | Buy |
+87,933
| New | +$7.42M | 1.68% | 18 |
|
|
2015
Q1 | – | Sell |
-80,449
| Closed | -$5.91M | – | 94 |
|
|
2014
Q4 | $5.91M | Buy |
+80,449
| New | +$5.91M | 1.85% | 15 |
|