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 |
|