Park Avenue Securities’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 | $1.28M | Sell |
9,626
-302
| -3% | -$40K | 0.01% | 683 |
|
|
2025
Q1 | $1.37M | Buy |
9,928
+25
| +0.3% | +$3.46K | 0.02% | 507 |
|
|
2024
Q4 | $1.2M | Buy |
9,903
+44
| +0.4% | +$5.31K | 0.01% | 676 |
|
|
2024
Q3 | $1.27M | Sell |
9,859
-548
| -5% | -$70.4K | 0.01% | 582 |
|
|
2024
Q2 | $1.16M | Buy |
10,407
+225
| +2% | +$25K | 0.01% | 608 |
|
|
2024
Q1 | $1.14M | Sell |
10,182
-55
| -0.5% | -$6.17K | 0.01% | 604 |
|
|
2023
Q4 | $1.13M | Buy |
10,237
+6,577
| +180% | +$725K | 0.02% | 559 |
|
|
2023
Q3 | $363K | Buy |
+3,660
| New | +$363K | 0.01% | 967 |
|
|
2023
Q1 | – | Sell |
-2,044
| Closed | -$240K | – | 819 |
|
|
2022
Q4 | $240K | Sell |
2,044
-1,417
| -41% | -$166K | ﹤0.01% | 1066 |
|
|
2022
Q3 | $398K | Sell |
3,461
-2,833
| -45% | -$326K | 0.01% | 801 |
|
|
2022
Q2 | $798K | Sell |
6,294
-46
| -0.7% | -$5.83K | 0.02% | 548 |
|
|
2022
Q1 | $838K | Buy |
6,340
+3,433
| +118% | +$454K | 0.01% | 547 |
|
|
2021
Q4 | $347K | Sell |
2,907
-2,766
| -49% | -$330K | 0.01% | 864 |
|
|
2021
Q3 | $634K | Buy |
5,673
+470
| +9% | +$52.5K | 0.01% | 556 |
|
|
2021
Q2 | $574K | Buy |
5,203
+632
| +14% | +$69.7K | 0.01% | 575 |
|
|
2021
Q1 | $518K | Buy |
4,571
+854
| +23% | +$96.8K | 0.01% | 573 |
|
|
2020
Q4 | $384K | Buy |
3,717
+140
| +4% | +$14.5K | 0.01% | 588 |
|
|
2020
Q3 | $350K | Buy |
+3,577
| New | +$350K | 0.01% | 523 |
|