Ossiam’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 | $44.5K | Buy |
+336
| New | +$44.5K | ﹤0.01% | 601 |
|
2023
Q4 | – | Sell |
-4,059
| Closed | -$403K | – | 661 |
|
2023
Q3 | $403K | Sell |
4,059
-122
| -3% | -$12.1K | 0.01% | 505 |
|
2023
Q2 | $460K | Buy |
+4,181
| New | +$460K | 0.01% | 457 |
|
2023
Q1 | – | Sell |
-1,953
| Closed | -$230K | – | 715 |
|
2022
Q4 | $230K | Sell |
1,953
-18,850
| -91% | -$2.22M | 0.01% | 461 |
|
2022
Q3 | $2.39M | Sell |
20,803
-766
| -4% | -$88.1K | 0.07% | 166 |
|
2022
Q2 | $2.73M | Buy |
+21,569
| New | +$2.73M | 0.08% | 147 |
|
2022
Q1 | – | Sell |
-30,299
| Closed | -$3.62M | – | 447 |
|
2021
Q4 | $3.62M | Buy |
30,299
+12,314
| +68% | +$1.47M | 0.09% | 147 |
|
2021
Q3 | $2.01M | Sell |
17,985
-4,448
| -20% | -$497K | 0.06% | 181 |
|
2021
Q2 | $2.24M | Buy |
+22,433
| New | +$2.24M | 0.06% | 176 |
|
2020
Q1 | – | Sell |
-38,674
| Closed | -$4.28M | – | 468 |
|
2019
Q4 | $4.28M | Sell |
38,674
-15,465
| -29% | -$1.71M | 0.33% | 63 |
|
2019
Q3 | $6.13M | Sell |
54,139
-23,577
| -30% | -$2.67M | 0.43% | 51 |
|
2019
Q2 | $8.46M | Buy |
77,716
+29,978
| +63% | +$3.26M | 0.66% | 34 |
|
2019
Q1 | $5.07M | Buy |
47,738
+15,605
| +49% | +$1.66M | 0.42% | 52 |
|
2018
Q4 | $3.02M | Buy |
+32,133
| New | +$3.02M | 0.45% | 66 |
|