Morton Community Bank’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 | $3.89M | Buy |
29,386
+1,020
| +4% | +$135K | 0.97% | 48 |
|
|
2025
Q1 | $3.92M | Sell |
28,366
-70
| -0.2% | -$9.68K | 1.03% | 39 |
|
|
2024
Q4 | $3.43M | Buy |
28,436
+415
| +1% | +$50.1K | 0.91% | 55 |
|
|
2024
Q3 | $3.6M | Buy |
28,021
+27
| +0.1% | +$3.47K | 0.94% | 50 |
|
|
2024
Q2 | $3.11M | Buy |
27,994
+2,184
| +8% | +$242K | 0.88% | 61 |
|
|
2024
Q1 | $2.89M | Buy |
25,810
+1,715
| +7% | +$192K | 0.83% | 76 |
|
|
2023
Q4 | $2.66M | Buy |
+24,095
| New | +$2.66M | 0.87% | 66 |
|