Larson Financial Group’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 | $2.59M | Buy |
19,528
+2,583
| +15% | +$342K | 0.1% | 180 |
|
|
2025
Q1 | $2.34M | Buy |
16,945
+1,359
| +9% | +$188K | 0.11% | 164 |
|
|
2024
Q4 | $1.88M | Buy |
15,586
+2,614
| +20% | +$316K | 0.1% | 178 |
|
|
2024
Q3 | $1.67M | Buy |
12,972
+788
| +6% | +$101K | 0.09% | 183 |
|
|
2024
Q2 | $1.35M | Buy |
12,184
+187
| +2% | +$20.8K | 0.09% | 170 |
|
|
2024
Q1 | $1.35M | Sell |
11,997
-2,500
| -17% | -$280K | 0.1% | 154 |
|
|
2023
Q4 | $1.6M | Sell |
14,497
-722
| -5% | -$79.6K | 0.14% | 132 |
|
|
2023
Q3 | $1.51M | Buy |
15,219
+1,133
| +8% | +$112K | 0.15% | 130 |
|
|
2023
Q2 | $1.55M | Sell |
14,086
-2
| -0% | -$220 | 0.15% | 122 |
|
|
2023
Q1 | $1.54M | Buy |
14,088
+103
| +0.7% | +$11.3K | 0.17% | 123 |
|
|
2022
Q4 | $1.64M | Buy |
13,985
+1,246
| +10% | +$146K | 0.2% | 101 |
|
|
2022
Q3 | $1.47M | Buy |
12,739
+12,080
| +1,833% | +$1.39M | 0.21% | 93 |
|
|
2022
Q2 | $84K | Buy |
659
+143
| +28% | +$18.2K | 0.01% | 279 |
|
|
2022
Q1 | $68K | Hold |
516
| – | – | 0.01% | 329 |
|
|
2021
Q4 | $62K | Sell |
516
-238
| -32% | -$28.6K | 0.01% | 343 |
|
|
2021
Q3 | $84K | Sell |
754
-124
| -14% | -$13.8K | 0.02% | 223 |
|
|
2021
Q2 | $97K | Buy |
878
+7
| +0.8% | +$773 | 0.02% | 194 |
|
|
2021
Q1 | $99K | Buy |
+871
| New | +$99K | 0.03% | 171 |
|
|
2020
Q3 | – | Sell |
-116
| Closed | -$11K | – | 742 |
|
|
2020
Q2 | $11K | Buy |
116
+1
| +0.9% | +$95 | 0.01% | 374 |
|
|
2020
Q1 | $9K | Buy |
115
+1
| +0.9% | +$78 | 0.01% | 302 |
|
|
2019
Q4 | $13K | Buy |
114
+1
| +0.9% | +$114 | 0.01% | 269 |
|
|
2019
Q3 | $13K | Hold |
113
| – | – | 0.01% | 270 |
|
|
2019
Q2 | $12K | Buy |
113
+1
| +0.9% | +$106 | 0.01% | 232 |
|
|
2019
Q1 | $12K | Buy |
112
+2
| +2% | +$214 | 0.01% | 219 |
|
|
2018
Q4 | $10K | Buy |
+110
| New | +$10K | 0.01% | 218 |
|