LRI Investments’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
$111K Buy
835
+685
+457% +$90.7K 0.01% 416
2025
Q1
$20.7K Hold
150
﹤0.01% 668
2024
Q4
$18.1K Hold
150
﹤0.01% 686
2024
Q3
$17.9K Hold
150
﹤0.01% 674
2024
Q2
$16.7K Hold
150
﹤0.01% 639
2024
Q1
$16.8K Buy
+150
New +$16.8K ﹤0.01% 404