Lakeshore Financial Planning’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 | $761K | Buy |
5,747
+6
| +0.1% | +$795 | 0.31% | 26 |
|
|
2025
Q1 | $794K | Sell |
5,741
-11
| -0.2% | -$1.52K | 0.33% | 24 |
|
|
2024
Q4 | $695K | Buy |
5,752
+225
| +4% | +$27.2K | 0.3% | 25 |
|
|
2024
Q3 | $710K | Buy |
5,527
+57
| +1% | +$7.32K | 0.31% | 25 |
|
|
2024
Q2 | $607K | Buy |
5,470
+2
| +0% | +$222 | 0.3% | 23 |
|
|
2024
Q1 | $613K | Sell |
5,468
-15
| -0.3% | -$1.68K | 0.31% | 22 |
|
|
2023
Q4 | $605K | Buy |
5,483
+1
| +0% | +$110 | 0.34% | 22 |
|
|
2023
Q3 | $544K | Buy |
+5,482
| New | +$544K | 0.31% | 24 |
|