Leisure Capital Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,451
| Closed | -$1.02M | – | 142 |
|
|
2024
Q4 | $1.02M | Buy |
8,451
+255
| +3% | +$30.8K | 0.4% | 70 |
|
|
2024
Q3 | $1.05M | Buy |
8,196
+219
| +3% | +$28.1K | 0.45% | 69 |
|
|
2024
Q2 | $886K | Sell |
7,977
-29
| -0.4% | -$3.22K | 0.41% | 75 |
|
|
2024
Q1 | $898K | Buy |
8,006
+13
| +0.2% | +$1.46K | 0.45% | 72 |
|
|
2023
Q4 | $881K | Sell |
7,993
-1,809
| -18% | -$199K | 0.48% | 74 |
|
|
2023
Q3 | $973K | Buy |
9,802
+369
| +4% | +$36.6K | 0.56% | 62 |
|
|
2023
Q2 | $1.04M | Buy |
9,433
+165
| +2% | +$18.2K | 0.57% | 61 |
|
|
2023
Q1 | $1.02M | Buy |
9,268
+123
| +1% | +$13.5K | 0.58% | 60 |
|
|
2022
Q4 | $1.07M | Buy |
9,145
+173
| +2% | +$20.3K | 0.56% | 58 |
|
|
2022
Q3 | $1.03M | Buy |
8,972
+77
| +0.9% | +$8.86K | 0.63% | 51 |
|
|
2022
Q2 | $1.13M | Sell |
8,895
-78
| -0.9% | -$9.88K | 0.58% | 51 |
|
|
2022
Q1 | $1.19M | Buy |
8,973
+97
| +1% | +$12.8K | 0.6% | 60 |
|
|
2021
Q4 | $1.06M | Buy |
8,876
+857
| +11% | +$102K | 0.49% | 73 |
|
|
2021
Q3 | $896K | Sell |
8,019
-1,014
| -11% | -$113K | 0.48% | 74 |
|
|
2021
Q2 | $996K | Buy |
9,033
+97
| +1% | +$10.7K | 0.56% | 63 |
|
|
2021
Q1 | $1.01M | Buy |
8,936
+282
| +3% | +$32K | 0.61% | 57 |
|
|
2020
Q4 | $894K | Buy |
+8,654
| New | +$894K | 0.58% | 63 |
|