Lido Advisors’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 | $4.93M | Buy |
37,201
+8,548
| +30% | +$1.13M | 0.02% | 356 |
|
|
2025
Q1 | $3.97M | Buy |
28,653
+24,362
| +568% | +$3.37M | 0.02% | 375 |
|
|
2024
Q4 | $523K | Buy |
4,291
+19
| +0.4% | +$2.32K | ﹤0.01% | 915 |
|
|
2024
Q3 | $549K | Buy |
4,272
+1
| +0% | +$128 | ﹤0.01% | 838 |
|
|
2024
Q2 | $479K | Sell |
4,271
-745
| -15% | -$83.5K | ﹤0.01% | 852 |
|
|
2024
Q1 | $567K | Buy |
5,016
+230
| +5% | +$26K | ﹤0.01% | 783 |
|
|
2023
Q4 | $533K | Buy |
4,786
+372
| +8% | +$41.4K | ﹤0.01% | 758 |
|
|
2023
Q3 | $438K | Buy |
4,414
+1,221
| +38% | +$121K | ﹤0.01% | 706 |
|
|
2023
Q2 | $351K | Buy |
3,193
+734
| +30% | +$80.8K | ﹤0.01% | 772 |
|
|
2023
Q1 | $269K | Sell |
2,459
-300
| -11% | -$32.9K | ﹤0.01% | 819 |
|
|
2022
Q4 | $324K | Buy |
2,759
+324
| +13% | +$38.1K | ﹤0.01% | 689 |
|
|
2022
Q3 | $279K | Buy |
2,435
+347
| +17% | +$39.8K | ﹤0.01% | 685 |
|
|
2022
Q2 | $264K | Sell |
2,088
-85
| -4% | -$10.7K | ﹤0.01% | 695 |
|
|
2022
Q1 | $287K | Sell |
2,173
-462
| -18% | -$61K | ﹤0.01% | 735 |
|
|
2021
Q4 | $314K | Buy |
2,635
+204
| +8% | +$24.3K | ﹤0.01% | 689 |
|
|
2021
Q3 | $271K | Sell |
2,431
-393
| -14% | -$43.8K | ﹤0.01% | 679 |
|
|
2021
Q2 | $314K | Buy |
2,824
+408
| +17% | +$45.4K | ﹤0.01% | 612 |
|
|
2021
Q1 | $276K | Buy |
2,416
+443
| +22% | +$50.6K | ﹤0.01% | 607 |
|
|
2020
Q4 | $206K | Sell |
1,973
-673
| -25% | -$70.3K | ﹤0.01% | 664 |
|
|
2020
Q3 | $261K | Buy |
2,646
+20
| +0.8% | +$1.97K | 0.01% | 457 |
|
|
2020
Q2 | $243K | Buy |
2,626
+3
| +0.1% | +$278 | 0.01% | 433 |
|
|
2020
Q1 | $214K | Buy |
2,623
+557
| +27% | +$45.4K | 0.01% | 442 |
|
|
2019
Q4 | $230K | Buy |
2,066
+81
| +4% | +$9.02K | 0.01% | 524 |
|
|
2019
Q3 | $226K | Buy |
1,985
+77
| +4% | +$8.77K | 0.01% | 467 |
|
|
2019
Q2 | $209K | Sell |
1,908
-5
| -0.3% | -$548 | 0.01% | 460 |
|
|
2019
Q1 | $204K | Buy |
+1,913
| New | +$204K | 0.01% | 452 |
|
|
2018
Q4 | – | Sell |
-3,071
| Closed | -$287K | – | 418 |
|
|
2018
Q3 | $287K | Sell |
3,071
-235
| -7% | -$22K | 0.03% | 327 |
|
|
2018
Q2 | $291K | Buy |
3,306
+62
| +2% | +$5.46K | 0.03% | 297 |
|
|
2018
Q1 | $288K | Buy |
+3,244
| New | +$288K | 0.04% | 278 |
|
|
2017
Q3 | – | Sell |
-2,231
| Closed | -$201K | – | 290 |
|
|
2017
Q2 | $201K | Buy |
+2,231
| New | +$201K | 0.04% | 246 |
|