Patriot Financial Group Insurance Agency’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 | $224K | Buy |
1,693
+28
| +2% | +$3.71K | 0.03% | 467 |
|
|
2025
Q1 | $230K | Buy |
+1,665
| New | +$230K | 0.03% | 430 |
|
|
2024
Q4 | – | Sell |
-1,638
| Closed | -$210K | – | 480 |
|
|
2024
Q3 | $210K | Buy |
+1,638
| New | +$210K | 0.03% | 455 |
|
|
2022
Q3 | – | Sell |
-41
| Closed | -$5K | – | 810 |
|
|
2022
Q2 | $5K | Buy |
41
+7
| +21% | +$854 | ﹤0.01% | 1471 |
|
|
2022
Q1 | $4K | Buy |
34
+14
| +70% | +$1.65K | ﹤0.01% | 1675 |
|
|
2021
Q4 | $2K | Sell |
20
-10
| -33% | -$1K | ﹤0.01% | 1925 |
|
|
2021
Q3 | $3K | Sell |
30
-8
| -21% | -$800 | ﹤0.01% | 1828 |
|
|
2021
Q2 | $4K | Sell |
38
-1
| -3% | -$105 | ﹤0.01% | 1699 |
|
|
2021
Q1 | $4K | Buy |
39
+28
| +255% | +$2.87K | ﹤0.01% | 1606 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1737 |
|
|
2020
Q3 | $1K | Sell |
11
-7
| -39% | -$636 | ﹤0.01% | 1538 |
|
|
2020
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 1375 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1413 |
|
|
2019
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 1104 |
|
|
2019
Q3 | $2K | Sell |
18
-3
| -14% | -$333 | ﹤0.01% | 1073 |
|
|
2019
Q2 | $2K | Sell |
21
-11
| -34% | -$1.05K | ﹤0.01% | 1095 |
|
|
2019
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 932 |
|