Loomis, Sayles & Company’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 | – | Sell |
-519
| Closed | -$72K | – | 746 |
|
|
2025
Q1 | $72K | Sell |
519
-279
| -35% | -$38.7K | ﹤0.01% | 601 |
|
|
2024
Q4 | $96K | Buy |
798
+5
| +0.6% | +$602 | ﹤0.01% | 563 |
|
|
2024
Q3 | $102K | Buy |
793
+48
| +6% | +$6.17K | ﹤0.01% | 547 |
|
|
2024
Q2 | $83K | Buy |
745
+326
| +78% | +$36.3K | ﹤0.01% | 567 |
|
|
2024
Q1 | $47K | Sell |
419
-33
| -7% | -$3.7K | ﹤0.01% | 625 |
|
|
2023
Q4 | $50K | Sell |
452
-259
| -36% | -$28.7K | ﹤0.01% | 608 |
|
|
2023
Q3 | $71K | Buy |
711
+33
| +5% | +$3.3K | ﹤0.01% | 556 |
|
|
2023
Q2 | $75K | Buy |
678
+353
| +109% | +$39K | ﹤0.01% | 560 |
|
|
2023
Q1 | $36K | Sell |
325
-373
| -53% | -$41.3K | ﹤0.01% | 670 |
|
|
2022
Q4 | $82K | Buy |
698
+190
| +37% | +$22.3K | ﹤0.01% | 557 |
|
|
2022
Q3 | $58K | Buy |
508
+483
| +1,932% | +$55.1K | ﹤0.01% | 562 |
|
|
2022
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 761 |
|
|
2022
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 856 |
|
|
2020
Q2 | – | Sell |
-165
| Closed | -$13K | – | 699 |
|
|
2020
Q1 | $13K | Sell |
165
-583
| -78% | -$45.9K | ﹤0.01% | 632 |
|
|
2019
Q4 | $83K | Buy |
748
+188
| +34% | +$20.9K | ﹤0.01% | 606 |
|
|
2019
Q3 | $63K | Buy |
+560
| New | +$63K | ﹤0.01% | 602 |
|
|
2017
Q3 | – | Sell |
-340
| Closed | -$31K | – | 925 |
|
|
2017
Q2 | $31K | Sell |
340
-7,041
| -95% | -$642K | ﹤0.01% | 679 |
|
|
2017
Q1 | $641K | Buy |
+7,381
| New | +$641K | ﹤0.01% | 593 |
|
|
2015
Q4 | – | Sell |
-8,644
| Closed | -$591K | – | 1064 |
|
|
2015
Q3 | $591K | Buy |
8,644
+8,065
| +1,393% | +$551K | ﹤0.01% | 608 |
|
|
2015
Q2 | $37K | Buy |
+579
| New | +$37K | ﹤0.01% | 720 |
|