Pacific Center for Financial Services’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 | $122K | Hold |
920
| – | – | 0.03% | 125 |
|
2025
Q1 | $127K | Hold |
920
| – | – | 0.03% | 119 |
|
2024
Q4 | $111K | Hold |
920
| – | – | 0.03% | 127 |
|
2024
Q3 | $118K | Hold |
920
| – | – | 0.03% | 129 |
|
2024
Q2 | $102K | Hold |
920
| – | – | 0.03% | 130 |
|
2024
Q1 | $103K | Hold |
920
| – | – | 0.03% | 131 |
|
2023
Q4 | $101K | Hold |
920
| – | – | 0.03% | 128 |
|
2023
Q3 | $91.3K | Hold |
920
| – | – | 0.03% | 131 |
|
2023
Q2 | $101K | Hold |
920
| – | – | 0.03% | 123 |
|
2023
Q1 | $101K | Buy |
+920
| New | +$101K | 0.03% | 122 |
|
2022
Q3 | $106K | Hold |
920
| – | – | 0.04% | 107 |
|
2022
Q2 | $117K | Hold |
920
| – | – | 0.05% | 106 |
|
2022
Q1 | $122K | Hold |
920
| – | – | 0.04% | 104 |
|
2021
Q4 | $110K | Hold |
920
| – | – | 0.04% | 116 |
|
2021
Q3 | $103K | Sell |
920
-161
| -15% | -$18K | 0.04% | 111 |
|
2021
Q2 | $119K | Hold |
1,081
| – | – | 0.05% | 100 |
|
2021
Q1 | $122K | Hold |
1,081
| – | – | 0.06% | 95 |
|
2020
Q4 | $112K | Hold |
1,081
| – | – | 0.04% | 92 |
|
2020
Q3 | $106K | Hold |
1,081
| – | – | 0.04% | 79 |
|
2020
Q2 | $99K | Hold |
1,081
| – | – | 0.05% | 83 |
|
2020
Q1 | $87K | Hold |
1,081
| – | – | 0.06% | 87 |
|
2019
Q4 | $119K | Hold |
1,081
| – | – | 0.05% | 82 |
|
2019
Q3 | $122K | Hold |
1,081
| – | – | 0.06% | 78 |
|
2019
Q2 | $118K | Sell |
1,081
-248
| -19% | -$27.1K | 0.06% | 74 |
|
2019
Q1 | $141K | Sell |
1,329
-94
| -7% | -$9.97K | 0.08% | 66 |
|
2018
Q4 | $134K | Sell |
1,423
-23
| -2% | -$2.17K | 0.07% | 65 |
|
2018
Q3 | $134K | Buy |
1,446
+117
| +9% | +$10.8K | 0.07% | 72 |
|
2018
Q2 | $117K | Hold |
1,329
| – | – | 0.07% | 72 |
|
2018
Q1 | $118K | Hold |
1,329
| – | – | 0.07% | 70 |
|
2017
Q4 | $124K | Hold |
1,329
| – | – | 0.08% | 68 |
|
2017
Q3 | $121K | Hold |
1,329
| – | – | 0.08% | 69 |
|
2017
Q2 | $120K | Hold |
1,329
| – | – | 0.08% | 67 |
|
2017
Q1 | $115K | Hold |
1,329
| – | – | 0.08% | 68 |
|
2016
Q4 | $111K | Buy |
+1,329
| New | +$111K | 0.08% | 66 |
|