Montecito Bank & Trust’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $415K | Buy |
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|
2025
Q1 | $457K | Buy |
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|
2024
Q4 | $396K | Sell |
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|
2024
Q3 | $478K | Sell |
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|
2024
Q2 | $419K | Buy |
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|
2024
Q1 | $421K | Sell |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $432K | Buy |
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|
2023
Q2 | $477K | Buy |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $498K | Buy |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $501K | Buy |
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|
2021
Q3 | $468K | Sell |
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|
2021
Q2 | $593K | Buy |
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|
2021
Q1 | $577K | Buy |
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|
2020
Q4 | $513K | Sell |
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|
2020
Q3 | $501K | Sell |
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|
2020
Q2 | $483K | Buy |
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|
2020
Q1 | $394K | Buy |
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|
2019
Q4 | $529K | Buy |
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|
2019
Q3 | $485K | Buy |
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|
2019
Q2 | $460K | Sell |
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|
2019
Q1 | $470K | Sell |
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|
2018
Q4 | $422K | Sell |
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|
2018
Q3 | $518K | Buy |
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|
2018
Q2 | $362K | Buy |
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|
2018
Q1 | $348K | Buy |
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|
2017
Q4 | $325K | Buy |
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|
2017
Q3 | $315K | Buy |
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|
2017
Q2 | $243K | Sell |
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|
2017
Q1 | $249K | Sell |
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|
2016
Q4 | $292K | Buy |
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|
2016
Q3 | $203K | Buy |
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