Legacy Private Trust’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 | $700K | Sell |
5,285
-3
| -0.1% | -$397 | 0.05% | 171 |
|
|
2025
Q1 | $731K | Hold |
5,288
| – | – | 0.05% | 167 |
|
|
2024
Q4 | $639K | Hold |
5,288
| – | – | 0.04% | 167 |
|
|
2024
Q3 | $679K | Hold |
5,288
| – | – | 0.05% | 167 |
|
|
2024
Q2 | $587K | Hold |
5,288
| – | – | 0.04% | 166 |
|
|
2024
Q1 | $593K | Hold |
5,288
| – | – | 0.04% | 166 |
|
|
2023
Q4 | $583K | Hold |
5,288
| – | – | 0.05% | 161 |
|
|
2023
Q3 | $525K | Hold |
5,288
| – | – | 0.05% | 169 |
|
|
2023
Q2 | $582K | Hold |
5,288
| – | – | 0.05% | 160 |
|
|
2023
Q1 | $579K | Sell |
5,288
-30
| -0.6% | -$3.29K | 0.05% | 161 |
|
|
2022
Q4 | $625K | Hold |
5,318
| – | – | 0.06% | 162 |
|
|
2022
Q3 | $612K | Hold |
5,318
| – | – | 0.06% | 154 |
|
|
2022
Q2 | $674K | Hold |
5,318
| – | – | 0.06% | 152 |
|
|
2022
Q1 | $703K | Sell |
5,318
-265
| -5% | -$35K | 0.05% | 167 |
|
|
2021
Q4 | $667K | Hold |
5,583
| – | – | 0.05% | 176 |
|
|
2021
Q3 | $624K | Sell |
5,583
-1,224
| -18% | -$137K | 0.05% | 169 |
|
|
2021
Q2 | $751K | Sell |
6,807
-137
| -2% | -$15.1K | 0.06% | 162 |
|
|
2021
Q1 | $787K | Hold |
6,944
| – | – | 0.07% | 151 |
|
|
2020
Q4 | $718K | Sell |
6,944
-94
| -1% | -$9.72K | 0.07% | 147 |
|
|
2020
Q3 | $689K | Sell |
7,038
-130
| -2% | -$12.7K | 0.07% | 148 |
|
|
2020
Q2 | $656K | Sell |
7,168
-3,497
| -33% | -$320K | 0.07% | 139 |
|
|
2020
Q1 | $862K | Sell |
10,665
-59
| -0.6% | -$4.77K | 0.11% | 126 |
|
|
2019
Q4 | $1.19M | Sell |
10,724
-466
| -4% | -$51.5K | 0.12% | 130 |
|
|
2019
Q3 | $1.27M | Sell |
11,190
-123
| -1% | -$13.9K | 0.14% | 121 |
|
|
2019
Q2 | $1.23M | Sell |
11,313
-681
| -6% | -$74.1K | 0.14% | 122 |
|
|
2019
Q1 | $1.27M | Sell |
11,994
-130
| -1% | -$13.8K | 0.15% | 125 |
|
|
2018
Q4 | $1.14M | Buy |
12,124
+130
| +1% | +$12.2K | 0.15% | 123 |
|
|
2018
Q3 | $1.11M | Sell |
11,994
-537
| -4% | -$49.9K | 0.13% | 126 |
|
|
2018
Q2 | $1.11M | Sell |
12,531
-5,486
| -30% | -$484K | 0.13% | 131 |
|
|
2018
Q1 | $1.6M | Sell |
18,017
-17,193
| -49% | -$1.53M | 0.19% | 104 |
|
|
2017
Q4 | $3.28M | Buy |
35,210
+112
| +0.3% | +$10.4K | 0.38% | 68 |
|
|
2017
Q3 | $3.21M | Sell |
35,098
-3,287
| -9% | -$300K | 0.39% | 66 |
|
|
2017
Q2 | $3.46M | Sell |
38,385
-9,470
| -20% | -$853K | 0.44% | 60 |
|
|
2017
Q1 | $4.16M | Buy |
47,855
+3,023
| +7% | +$263K | 0.53% | 57 |
|
|
2016
Q4 | $3.76M | Buy |
44,832
+5,716
| +15% | +$479K | 0.51% | 59 |
|
|
2016
Q3 | $3.12M | Buy |
39,116
+200
| +0.5% | +$15.9K | 0.42% | 62 |
|
|
2016
Q2 | $3.28M | Buy |
38,916
+2,834
| +8% | +$239K | 0.48% | 63 |
|
|
2016
Q1 | $2.78M | Buy |
36,082
+521
| +1% | +$40.2K | 0.42% | 68 |
|
|
2015
Q4 | $2.43M | Buy |
35,561
+20,920
| +143% | +$1.43M | 0.37% | 76 |
|
|
2015
Q3 | $1M | Buy |
+14,641
| New | +$1M | 0.16% | 131 |
|