Paragon Private Wealth Management’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 | $370K | Sell |
2,797
-289
| -9% | -$38.3K | 0.15% | 150 |
|
|
2025
Q1 | $427K | Sell |
3,086
-127
| -4% | -$17.6K | 0.2% | 130 |
|
|
2024
Q4 | $388K | Buy |
3,213
+360
| +13% | +$43.5K | 0.18% | 121 |
|
|
2024
Q3 | $366K | Buy |
2,853
+267
| +10% | +$34.3K | 0.18% | 118 |
|
|
2024
Q2 | $287K | Buy |
2,586
+163
| +7% | +$18.1K | 0.16% | 126 |
|
|
2024
Q1 | $272K | Buy |
2,423
+103
| +4% | +$11.6K | 0.16% | 121 |
|
|
2023
Q4 | $256K | Sell |
2,320
-139
| -6% | -$15.3K | 0.18% | 117 |
|
|
2023
Q3 | $244K | Buy |
+2,459
| New | +$244K | 0.2% | 107 |
|