Lido Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Buy |
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|
2025
Q1 | $3.97M | Buy |
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|
2024
Q4 | $523K | Buy |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $271K | Sell |
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|
2021
Q2 | $314K | Buy |
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|
2021
Q1 | $276K | Buy |
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|
2020
Q4 | $206K | Sell |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | $243K | Buy |
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|
2020
Q1 | $214K | Buy |
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|
2019
Q4 | $230K | Buy |
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|
2019
Q3 | $226K | Buy |
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|
2019
Q2 | $209K | Sell |
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|
2019
Q1 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $287K | Sell |
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|
2018
Q2 | $291K | Buy |
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|
2018
Q1 | $288K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $201K | Buy |
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