OneDigital Investment Advisors’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 | $516K | Sell |
3,895
-23
| -0.6% | -$3.05K | 0.01% | 884 |
|
|
2025
Q1 | $542K | Buy |
3,918
+78
| +2% | +$10.8K | 0.01% | 831 |
|
|
2024
Q4 | $464K | Sell |
3,840
-522
| -12% | -$63K | 0.01% | 920 |
|
|
2024
Q3 | $560K | Buy |
4,362
+367
| +9% | +$47.1K | 0.01% | 895 |
|
|
2024
Q2 | $443K | Buy |
3,995
+89
| +2% | +$9.88K | 0.01% | 953 |
|
|
2024
Q1 | $438K | Buy |
3,906
+209
| +6% | +$23.4K | 0.01% | 783 |
|
|
2023
Q4 | $408K | Buy |
+3,697
| New | +$408K | 0.01% | 798 |
|
|
2023
Q1 | – | Sell |
-1,729
| Closed | -$203K | – | 970 |
|
|
2022
Q4 | $203K | Sell |
1,729
-38
| -2% | -$4.47K | 0.01% | 774 |
|
|
2022
Q3 | $203K | Buy |
+1,767
| New | +$203K | 0.01% | 708 |
|
|
2022
Q1 | – | Sell |
-2,427
| Closed | -$290K | – | 757 |
|
|
2021
Q4 | $290K | Sell |
2,427
-9
| -0.4% | -$1.08K | 0.01% | 595 |
|
|
2021
Q3 | $272K | Sell |
2,436
-29
| -1% | -$3.24K | 0.01% | 593 |
|
|
2021
Q2 | $272K | Hold |
2,465
| – | – | 0.01% | 574 |
|
|
2021
Q1 | $279K | Hold |
2,465
| – | – | 0.01% | 525 |
|
|
2020
Q4 | $255K | Sell |
2,465
-4
| -0.2% | -$414 | 0.01% | 520 |
|
|
2020
Q3 | $242K | Sell |
2,469
-103
| -4% | -$10.1K | 0.02% | 492 |
|
|
2020
Q2 | $235K | Hold |
2,572
| – | – | 0.02% | 498 |
|
|
2020
Q1 | $208K | Buy |
+2,572
| New | +$208K | 0.02% | 461 |
|
|
2019
Q3 | – | Sell |
-235
| Closed | -$26K | – | 660 |
|
|
2019
Q2 | $26K | Sell |
235
-739
| -76% | -$81.8K | ﹤0.01% | 728 |
|
|
2019
Q1 | $103K | Buy |
974
+394
| +68% | +$41.7K | 0.02% | 366 |
|
|
2018
Q4 | $54K | Buy |
580
+227
| +64% | +$21.1K | 0.01% | 439 |
|
|
2018
Q3 | $33K | Sell |
353
-235
| -40% | -$22K | 0.01% | 506 |
|
|
2018
Q2 | $52K | Sell |
588
-235
| -29% | -$20.8K | 0.01% | 483 |
|
|
2018
Q1 | $73K | Hold |
823
| – | – | 0.02% | 423 |
|
|
2017
Q4 | $77K | Buy |
823
+588
| +250% | +$55K | 0.01% | 400 |
|
|
2017
Q3 | $21K | Hold |
235
| – | – | 0.01% | 625 |
|
|
2017
Q2 | $21K | Buy |
+235
| New | +$21K | 0.01% | 727 |
|