My Legacy Advisors’s DTE Energy DTE Stock Holding History

My Legacy Advisors’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$522K	Sell
2025 Q1	$571K	Buy
2024 Q4	$487K	Buy
2024 Q3	$476K	Sell
2024 Q2	$481K	Buy
2024 Q1	$419K	Buy
2023 Q4	$382K	Buy
2023 Q3	$293K	Buy