Ladenburg Thalmann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.92M | Buy |
26,579
+546
| +2% | +$60K | 0.02% | 702 |
|
|
2019
Q3 | $2.95M | Buy |
26,033
+117
| +0.5% | +$13.2K | 0.02% | 662 |
|
|
2019
Q2 | $2.82M | Buy |
25,916
+554
| +2% | +$60.3K | 0.02% | 666 |
|
|
2019
Q1 | $2.69M | Sell |
25,362
-615
| -2% | -$65.3K | 0.02% | 651 |
|
|
2018
Q4 | $2.44M | Buy |
25,977
+3,475
| +15% | +$326K | 0.02% | 591 |
|
|
2018
Q3 | $2.09M | Sell |
22,502
-5,136
| -19% | -$477K | 0.02% | 707 |
|
|
2018
Q2 | $2.46M | Hold |
27,638
| – | – | 0.02% | 614 |
|
|
2018
Q1 | $2.46M | Buy |
27,638
+6,379
| +30% | +$567K | 0.02% | 614 |
|
|
2017
Q4 | $1.98M | Buy |
21,259
+5,281
| +33% | +$492K | 0.02% | 693 |
|
|
2017
Q3 | $1.46M | Buy |
15,978
+5,828
| +57% | +$532K | 0.02% | 781 |
|
|
2017
Q2 | $918K | Buy |
10,150
+520
| +5% | +$47K | 0.01% | 995 |
|
|
2017
Q1 | $833K | Buy |
9,630
+1,400
| +17% | +$121K | 0.01% | 991 |
|
|
2016
Q4 | $681K | Sell |
8,230
-125
| -1% | -$10.3K | 0.01% | 1075 |
|
|
2016
Q3 | $664K | Sell |
8,355
-1,247
| -13% | -$99.1K | 0.01% | 1027 |
|
|
2016
Q2 | $802K | Buy |
9,602
+202
| +2% | +$16.9K | 0.01% | 860 |
|
|
2016
Q1 | $720K | Sell |
9,400
-4,672
| -33% | -$358K | 0.01% | 845 |
|
|
2015
Q4 | $959K | Buy |
14,072
+772
| +6% | +$52.6K | 0.02% | 714 |
|
|
2015
Q3 | $907K | Buy |
13,300
+4,516
| +51% | +$308K | 0.02% | 686 |
|
|
2015
Q2 | $563K | Buy |
8,784
+125
| +1% | +$8.01K | 0.01% | 996 |
|
|
2015
Q1 | $598K | Sell |
8,659
-841
| -9% | -$58.1K | 0.01% | 941 |
|
|
2014
Q4 | $692K | Buy |
9,500
+552
| +6% | +$40.2K | 0.02% | 765 |
|
|
2014
Q3 | $581K | Buy |
8,948
+1,415
| +19% | +$91.9K | 0.02% | 724 |
|
|
2014
Q2 | $498K | Buy |
7,533
+36
| +0.5% | +$2.38K | 0.01% | 783 |
|
|
2014
Q1 | $471K | Sell |
7,497
-164
| -2% | -$10.3K | 0.01% | 746 |
|
|
2013
Q4 | $433K | Buy |
7,661
+242
| +3% | +$13.7K | 0.01% | 743 |
|
|
2013
Q3 | $419K | Sell |
7,419
-5,011
| -40% | -$283K | 0.01% | 722 |
|
|
2013
Q2 | $711K | Buy |
+12,430
| New | +$711K | 0.03% | 503 |
|