Lindbrook Capital’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 | $156K | Buy |
1,130
+176
| +18% | +$24.3K | 0.01% | 491 |
|
2024
Q4 | $115K | Sell |
954
-5
| -0.5% | -$604 | 0.01% | 521 |
|
2024
Q3 | $123K | Sell |
959
-65
| -6% | -$8.35K | 0.01% | 499 |
|
2024
Q2 | $114K | Buy |
1,024
+57
| +6% | +$6.33K | 0.01% | 495 |
|
2024
Q1 | $108K | Sell |
967
-1
| -0.1% | -$112 | 0.01% | 510 |
|
2023
Q4 | $107K | Buy |
968
+580
| +149% | +$64K | 0.01% | 505 |
|
2023
Q3 | $38.5K | Sell |
388
-102
| -21% | -$10.1K | ﹤0.01% | 781 |
|
2023
Q2 | $53.9K | Buy |
490
+124
| +34% | +$13.6K | 0.01% | 695 |
|
2023
Q1 | $40.1K | Sell |
366
-222
| -38% | -$24.3K | ﹤0.01% | 775 |
|
2022
Q4 | $69.1K | Sell |
588
-18
| -3% | -$2.12K | 0.01% | 583 |
|
2022
Q3 | $70K | Buy |
606
+36
| +6% | +$4.16K | 0.01% | 546 |
|
2022
Q2 | $72K | Buy |
570
+22
| +4% | +$2.78K | 0.01% | 536 |
|
2022
Q1 | $72K | Sell |
548
-14
| -2% | -$1.84K | 0.01% | 568 |
|
2021
Q4 | $67K | Buy |
562
+300
| +115% | +$35.8K | 0.01% | 624 |
|
2021
Q3 | $29K | Sell |
262
-46
| -15% | -$5.09K | 0.01% | 606 |
|
2021
Q2 | $34K | Hold |
308
| – | – | 0.01% | 593 |
|
2021
Q1 | $35K | Sell |
308
-41
| -12% | -$4.66K | 0.01% | 554 |
|
2020
Q4 | $36K | Buy |
349
+41
| +13% | +$4.23K | 0.01% | 491 |
|
2020
Q3 | $30K | Sell |
308
-303
| -50% | -$29.5K | 0.01% | 485 |
|
2020
Q2 | $56K | Buy |
611
+233
| +62% | +$21.4K | 0.02% | 338 |
|
2020
Q1 | $31K | Sell |
378
-87
| -19% | -$7.14K | 0.01% | 423 |
|
2019
Q4 | $51K | Hold |
465
| – | – | 0.02% | 439 |
|
2019
Q3 | $53K | Hold |
465
| – | – | 0.02% | 397 |
|
2019
Q2 | $50K | Hold |
465
| – | – | 0.02% | 424 |
|
2019
Q1 | $49K | Hold |
465
| – | – | 0.02% | 406 |
|
2018
Q4 | $43K | Buy |
+465
| New | +$43K | 0.02% | 390 |
|