Oliver Lagore Vanvalin Investment Group’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 | $1.19M | Buy |
+8,617
| New | +$1.19M | 0.47% | 52 |
|
|
2024
Q4 | $1M | Buy |
8,320
+2,385
| +40% | +$288K | 0.26% | 72 |
|
|
2024
Q3 | $762K | Sell |
5,935
-81
| -1% | -$10.4K | 0.2% | 78 |
|
|
2024
Q2 | $668K | Buy |
6,016
+1,590
| +36% | +$176K | 0.19% | 75 |
|
|
2024
Q1 | $496K | Sell |
4,426
-5,322
| -55% | -$597K | 0.15% | 85 |
|
|
2023
Q4 | $1.07M | Sell |
9,748
-393
| -4% | -$43.3K | 0.4% | 47 |
|
|
2023
Q3 | $1.01M | Buy |
10,141
+967
| +11% | +$96K | 0.4% | 40 |
|
|
2023
Q2 | $1.01M | Buy |
9,174
+1,308
| +17% | +$144K | 0.37% | 42 |
|
|
2023
Q1 | $862K | Buy |
7,866
+802
| +11% | +$87.8K | 0.37% | 29 |
|
|
2022
Q4 | $830K | Sell |
7,064
-2,500
| -26% | -$294K | 0.47% | 38 |
|
|
2022
Q3 | $1.1M | Sell |
9,564
-225
| -2% | -$25.9K | 0.71% | 22 |
|
|
2022
Q2 | $1.24M | Buy |
9,789
+1,525
| +18% | +$193K | 0.72% | 25 |
|
|
2022
Q1 | $1.09M | Sell |
8,264
-80,096
| -91% | -$10.5M | 0.73% | 27 |
|
|
2021
Q4 | $10.6M | Buy |
+88,360
| New | +$10.6M | 0.76% | 21 |
|