Linden Thomas Advisory Services’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,853
| Closed | -$756K | – | 461 |
|
|
2023
Q4 | $756K | Buy |
6,853
+797
| +13% | +$87.9K | 0.14% | 281 |
|
|
2023
Q3 | $601K | Buy |
6,056
+395
| +7% | +$39.2K | 0.13% | 303 |
|
|
2023
Q2 | $623K | Buy |
5,661
+948
| +20% | +$104K | 0.14% | 281 |
|
|
2023
Q1 | $516K | Buy |
4,713
+1,467
| +45% | +$161K | 0.13% | 282 |
|
|
2022
Q4 | $382K | Buy |
+3,246
| New | +$382K | 0.11% | 285 |
|